How You Can Help Educate Leaders For Our Changing World
	The Annual Fund
	Planned Giving

What the Donor Does

1. Places an asset (cash, stock, real estate) irrevocably into a charitable trust.
   
2. Retains a lifetime right to the income the asset produces.
   

How the Donor Benefits:

1. Receives lifetime income.
2. Gets an immediate income tax deduction.
3. Bypasses capital gains tax on sale of appreciated property.
4. Avoids estate tax.
5. Provides for a good cause during his or her lifetime.
6. Protects principle and controls income flow.
7. Feels good about helping provide for good works.

How the Franciscan School of Theology Benefits

1. Receives principle upon death of income beneficiaries.

How to Establish a Life Income Plan

1. Consult with your Advisor about how a Charitable Life Income Plan fits your particular needs.

FST is happy to provide you and your advisors with further information charitable life income plans. This includes a confidential analysis showing the tax and income consequences that apply to you. There is no cost or obligation to you for this service.