Giving to the ETF

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There are many ways to give to the St. Francis of Assisi Catholic School Educational Trust Fund.  Gifts can be made outright, payable over a period of time, or given through a Will or Trust.  All gifts to the Educational Trust Fund invest in our students, our mission and our future.

Appreciated Stock/Securities
“Appreciated” stock (stock that has increased in value) is one of the most popular assets used for charitable giving.  The appreciated value is treated as a charitable deduction to the donor.  With careful planning, you can reduce or even avoid federal capital gains tax, allowing the full value of the asset to be put to use.

Cash Contributions
A cash gift is the simplest and most common way to support the Educational Trust Fund.  Cash gifts, or authorized credit card charges, are deductible for all taxpayers who itemize deductions, making the net cost for the donor lower than the face value of the gift. Cash gifts can be made in memory of a friend or loved one at the time of death, or to remember a significant date each year.  A cash donation can also be made in honor of someone to celebrate a birthday or anniversary.

Charitable Bequests/Estates
By naming the Educational Trust Fund as a beneficiary in your Will or Trust, you can give a gift that reduces your taxable estate while leaving a specified dollar amount, a piece of property, or a percentage of your estate for the benefit of Catholic education upon your death.

Company Matching Funds
The Educational Trust Fund can benefit from Corporate Matching Gift Programs.  Many companies sponsor programs that augment their employees’ personal contributions without increasing the obligation of the individual donor. Most participating companies will match employee gifts dollar for dollar, and some will even double- or triple-match a gift.  Check with your employer regarding this gift option.

Life Insurance
The Educational Trust Fund can be the special beneficiary of a Life Insurance policy.  Existing policies may be partially or fully paid-up and no longer needed. New policies may offer an affordable future benefit.  This type of gift can be practical and generous.

Real Estate and Personal Property
Both gifts of real estate (farmland, residences and commercial property) and personal property (“collectibles” i.e., antiques, artwork, coin collections, etc.) qualify as charitable gifts that can benefit the Educational Trust Fund.  These types of gifts shall be subject to the terms and conditions of the Educational Trust Fund document dated October 31, 2000.

Retirement Assets
By naming the Educational Trust Fund as a beneficiary of a percentage or full amount of your Individual Retirement Account, 401k, 403b, 457, or other qualified retirement plan, you can easily leave a gift to the ETF. 

Planned Giving – Case Statement
For over 60 years the St. Francis of Assisi community has honored its commitment of a Catholic education to the parish’s families and young people. Thousands of students have been enriched by a faith-based education that prepared them academically, helped them grow spiritually and respected them for their God-given talents.

Today, gifted administrators and teachers, staff members, parent volunteers and dedicated clergy continue to nurture our students. We are committed to continuing this tradition of offering an outstanding Catholic education at St. Francis of Assisi Catholic School.

In 1987, St. Francis of Assisi Parish had the foresight to establish the Educational Trust Fund.  The initial campaign raised nearly $600,000 and today, the Trust Fund balance exceeds $2,000,000.  Continuing to anticipate future needs, St. Francis of Assisi Catholic School must strengthen the Educational Trust Fund to further secure the school’s financial health and existence.

Funding for St. Francis of Assisi Catholic School is dependent upon three primary revenue streams:  tuition, parish support and development efforts. Like a three-legged stool, every part is critical.  Without strengthening development activity in support of tuition and parish contributions, St. Francis of Assisi Catholic School will face difficult challenges due to escalating educational costs.  Catholic schools continue to close their doors due to enrollment and financial hardships. To avoid this fate at St. Francis of Assisi Catholic School, we are taking action to build our endowment.  A future without our school would be a loss for the entire Catholic community.

For more information, read our ETF Case Statement.