End of the Year Tax Savings, Retirement Income, and a Franciscan Legacy

Future generations need Franciscans, and your support through a Franciscan Gift Annuity helps secure the Conventual Franciscan Friars’ legacy. You receive fixed-payments of up to 8.6% of the value of your donation for life. Franciscan Gift Annuities also offer a charitable deduction for a portion of your gift to the friars. For example, Louise, age 84, made a $10,000 donation establishing a Franciscan Gift Annuity. Louise receives $740 (7.4%) annually, with only $45.15 of that payment reported on her taxable income. Louise also can take a $5,207 charitable tax deduction that can be spread over several years if necessary.

If you are 60 or above, please contact Shaunna Graf at (812) 923-5250 or s.graf@franciscansusa.org today to receive a confidential proposal.