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Welcome to the Capuchin Franciscan Friars
Office of Planned Giving
 Welcome to our Planned Giving website. If given a chance, most of us would like to leave a lasting legacy -to make a difference in society and to benefit the lives of others.
In the past, leaving such a legacy was generally the domain of a privileged few. Now, many giving options allow almost anyone to make a significant charitable gift. In doing so, you'll not only leave a legacy for the future, but you can also enjoy tax advantages and other benefits today. Your gift will allow us to further our mission to serve the poor and spread the Gospel of Christ for generations to come. Thank you for taking the time to explore the benefits of gift planning.
| Personal Planner | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. More ... |
Benefits for Family and the Capuchin Franciscan Friars
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
| Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Beatriz Rea
Director of Planned Giving |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact beatriz@capuchinfriars.org.
If you are a professional advisor, you may take the following steps on this site.
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