Honoring Their Legacy, Bringing Hope Worldwide
Planned giving is a meaningful way to make a lasting difference while ensuring that your own values live on. By including the School Sisters of St. Francis in your will, trust, or other estate plans, you can extend your generosity far into the future.
A planned gift allows you to make a significant impact—often greater than you thought possible—while also providing potential financial and tax benefits. Whether you wish to care for our retired sisters, support global ministries, or honor a lifetime of faith, your legacy gift can ensure that the sisters’ mission continues beyond your lifetime.
Planned Giving Handout (pdf) Gift Intention Form (pdf)
Join the Covenant Circle
When you include the School Sisters of St. Francis in your estate plans, you are invited to join the Covenant Circle, a community of legacy donors.
Membership is simple:
Designate the School Sisters of St. Francis as a beneficiary in your will, trust, or other financial plans —and let us know of your intention, even if you want to remain anonymous.
As a Covenant Circle member, you receive:
- Prayer remembrances: The sisters will remember you in prayer on devotional days.
- Birthday blessings from the sisters
- Invitations to special gatherings and events
- Recognition on our donor honor roll (unless you choose to remain anonymous)
- Updates about the sisters and their ministries
Ways to give
There are many ways to create a legacy that reflects your faith and values. A few are listed below.
- Wills and Bequests
- Retirement Plans, IRAs, Life Insurance
- Bank and Brokerage Accounts
- Charitable Gift Annuity
A will or bequest is an easy way to provide a planned gift for the School Sisters of St. Francis. You can easily include language in your will or trust specifying a gift to the School Sisters of St. Francis. If you already have a will and want to add the sisters to it, this is frequently done through a codicil, which is easier and less costly than creating a new will.
Will or trust bequest options
- A gift of the balance or residue of your estate
- A gift of a specific dollar amount
- A gift of a specific percentage of your estate
You will need to provide:
The legal name and tax ID number
- School Sisters of St. Francis, Inc.
- Tax ID: 39-1594407
We invite you to contact us for more information.
Contact Us
There are several steps you can take to help you make wise decisions about planned giving. The information on this website is offered to help you discover gift planning ideas that can benefit you, your family, and the sisters. When making a planned gift, consult your attorney, financial planner, and other professional advisors.
Contact us or fill in the form below. We are happy to help!
Kim Peterson
Director of Planned Giving
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