Estate Planning

Planned gifts insure future ministry and provide financial stability for our 145-year old organization while allowing you to take advantage of favorable federal and state tax laws. There are benefits for you, your family and the Sisters.

 

Bequests	By naming us in your will, you will continue changing lives long after your lifetime. In addition, your gift will be exempt from federal estate taxes.
Name a Beneficiary	Naming the Sisters as a beneficiary of your retirement plan, insurance policy or financial accounts is simple and has lasting effects.
Life Income Gifts	Make a gift and receive income for life.
Appreciated Assets	Donate appreciated assets such as securities and real estate outright or to fund a life income gift and enjoy significant tax and income advantages and avoid significant capital gains.
Marie Rose Society	By making a planned gift, you are our partner in a most significant way. This entitles you to membership in a society named after our Foundress, The Blessed Mother Marie Rose.

This information is not intended as specific legal advice or tax counseling. Please consult your attorney on legal implications and your accountant on tax implications. State laws governing these matters vary and are subject to change.

If you prefer, donate online or donate by check by printing a donation form, or by phone.