Planned Giving

Overview

Thank you for considering a legacy gift to the Franciscan School of Theology (FST). Your last will and testament provides you with an opportunity to support the causes you hold dear. Your legacy gift will keep on giving through our graduates and their ministries. We are very grateful to you for your support.

Your Gift to the Future

Your attorney or tax adviser can provide guidance on the best planned giving options for you. If you would like to speak to us about naming the Franciscan School as a beneficiary, please call 760-847-0882.

Your Gift in a Will or Living Trust…

Would you like to give to the Franciscan School of Theology at some point in the future but are not interested in giving up your assets during your lifetime? A simple and versatile way to do this is by making a charitable bequest in your will or living trust.

A charitable bequest consists of one or two sentences in your will or living trust that leave to the Franciscan School of Theology an amount of money, a percentage of your estate or a gift contingent upon certain events.

Consult with your financial or legal advisor on the options that may be best for you.

Contact Randi Quaid for additional information on how to include the Franciscan School of Theology in your estate plan. (760) 847-0882 or rquaid@fst.edu

Your Gift using Beneficiary Designations…

Please consider a gift that will have a lasting impact on FST.

By designating FST as a beneficiary on assets such as life insurance policies and retirement plans, you can continue to support FST’s mission that can last for generations.

You simply fill out a beneficiary form that is entirely separate from your will and you can make changes to your beneficiary designations anytime you choose by completing a new form. This is an easy way to give.

You can designate FST as a beneficiary on your:

  • Retirement plan assets
  • Life insurance
  • Commercial annuities
  • Bank accounts
  • Certificates of deposit
  • Brokerage accounts

Consult with your financial advisor or legal professional about beneficiary designations.

Contact Randi Quaid for more information about designating FST as a beneficiary. (760) 847-0882 or rquaid@fst.edu

Your Gift of a Charitable Remainder Trust…

If you would like to give a sizeable gift to FST while at the same time receiving reliable income payments, you might benefit from setting up a charitable remainder trust.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You can use the following assets to fund this trust:

  • Cash
  • Appreciated Securities
  • Closely Held Stock
  • Real Estate
  • Retirement Plan Assets

Please consult with your financial or legal advisor about the charitable remainder trust options that may be best for you.

To learn more about a charitable remainder trust for the Franciscan School of Theology contact Randi Quaid (760) 847-0882 or rquaid@fst.edu

Your Gift of a Charitable Lead Trust…

Through a charitable lead trust, you give assets to a trust that pays the Franciscan School of Theology set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining assets in the trust go to you or any other beneficiaries you choose. This can be an excellent way for you to transfer property to loved ones at a minimal cost due to tax savings while also supporting FST.

The following assets can be used to fund the trust:

  • Cash
  • Appreciated Securities
  • Closely Held Stock
  • Real Estate

Consult with your financial or legal advisor about the charitable lead trust options that may be best for you.

Contact Randi Quaid to explore Charitable Lead Trusts for the Franciscan School of Theology (760) 847-0882 or rquaid@fst.edu

Your Endowed Gift…

Endowed faculty chair in systematic theology in honor of Kenan B. Osborne, O.F.M.

The establishment of an Endowment through a donation, supports the ongoing mission of the Franciscan School of Theology. Usually the endowment is structured by the donor so that the principal amount is kept intact while the investment income and growth of the funds are available for use.

You may also make an endowed gift that comes with donor stipulations regarding its investment income and growth fund’s usage (e.g. scholarships or other specific gifts).

You can create an endowed gift using cash and/or securities.

Consult with your financial advisor and legal professional about creating your endowed gift.

For more information on endowed gifts contact Randi Quaid (760) 847-0882 or rquaid@fst.edu

For Professional Advisors

As you work with your clients helping them with their charitable planning, you may find the following information useful. The gift planning team at the Franciscan School of Theology is happy to assist you and your clients in order to arrange the best gift possible.

If you include the Franciscan School of Theology in your plans, please use our legal name and Federal Tax ID. If applicable, use the address below.

Legal Name: Franciscan School of Theology
Tax ID Number: 94-174-5605
Address: 4050 Mission Avenue, Oceanside, CA 92057

Sample Bequest Language: I give [insert dollar amount, property to be given, percentage of the estate, or “the remainder of my estate”] to the Franciscan School of Theology, a California nonprofit corporation, located at 4050 Mission Avenue, Oceanside, CA 92057, to support (insert gift designation) at the Franciscan School of Theology. Tax ID: 94-174-5605.

Contact Randi Quaid to get more information for professional advisors. (760) 847-0882 or rquaid@fst.edu

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