The Franciscan Friars, T.O.R. St. Bernardine Monastery Immaculate Conception Province      P.O. Box 139 - Hollidaysburg, PA 16648              CALL TOLL FREE - 1 - 866 - 695 - 3802

How You Can Help

Use Our Charitable Gift Annuity Calculator! (Click here)

A GIFT WITH A FUTURE ________

A gift to yourself,
providing additional fixed income for life

A gift to our mission,
to help support ministry programs & missions

                A gift that will aid the future of the Church

By making a planned gift, our friends and benefactors are extending their commitment to helping the ministries and works of the Church and the Franciscan Friars, T.O.R. beyond their own lifetimes. They are ensuring the Franciscan T.O.R. Order's mission to safeguard and uplift the people of God whom they serve also in your name so it will continue far into the future.

To assist you with the determination of a gift opportunity that meets your charitable, financial and estate tax objectives, the following chart offers an explanation of different gifts and how they can benefit you and our ministries around the world. Prior to making one of these gifts, you will want to consult with your attorney or financial advisor to ensure that your wishes will be carried out in accordance with the appropriate state and federal regulations.

We invite you to become a "Partner In Mission", a very special group of people who are uniquely dedicated to helping the world's most impoverished people. These individuals are our "Partners in Mission" and other donors who have made planned gifts. These gifts include naming the Franciscan Friars, T.O.R., St. Bernardine Monastery in a Will, trust, life insurance or retirement account as a beneficiary. It also includes people who make gifts of stocks, bonds or mutual funds and our growing family of Charitable Gift Annuity holders. Planned giving methods help maximize the personal benefits of charitable giving and also allow individuals to make gifts they might not have thought possible. Many members of our "Partners in Mission" add value to their giving by taking advantage of tax laws that encourage philanthropy.

The Importance of Using Professional Counsel

We always encourage prospective donors to seek the advice of professional counsel concerning the best giving option for them. We would welcome the opportunity to provide you or your attorney with additional information on any of the methods of giving described here.

The information presented in this brochure is an overview based upon current tax laws; it does not purport to be definitive. We hope it will help you find the most mutually advantageous way to create and leave a legacy through your gift to the Franciscan Friars, T.O.R.

Saying "Thank You" - Sometimes people include a bequest for the Franciscan Friars, T.O.R.  and we learn about it only after their death. We are so grateful to them, for they have helped to assure a brighter future for many, and we would have enjoyed expressing our gratitude while they were living. For us it is important to say "thank you" and, when possible, to do so in person.

If you decide to include the Franciscan Friars, T.O.R. in your planning, please let us know. We want to say "thank you" and to thank God for you.

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Gifts Beyond Your Own Lifetime

Gifts Which Produce Income for You
or a Loved One and Ultimately Benefit the needy.

    Benefits to You                                               Helps Us

Ways to Give Today

Benefits to You                                         Helps Us

*ALL INFORMATION YOU PROVIDE IS CONFIDENTIAL.

PRINT OUT FORM

To discuss the establishment of a charitable gift annuity or for additional information about gift planning, please contact Rev. Mr. Tim Beresnyak - Director of Planned Giving, by email at: [email protected]
or call our toll free number: 1- 866-695-3802.

Your support means a great deal to us and to the future of of our Order. We invite you to become a member of "Partners in Mission". If you have already included The Franciscan Friars, T.O.R., St. Bernardine Monastery as a beneficiary of your estate, please let us know so we can thank you now for your generosity and foresight and ensure your gift is administered according to your wishes. All correspondence regarding these giving opportunities will be held in strictest confidence.

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Planned giving is the making of gifts to a charity, resulting from a planning process which considered the effects of the gift upon the donor's estate. A planned gift is any gift for any amount given for any purpose...operations, capital expansion, or endowment...whether a professional staff person, a qualified volunteer, or the donor's advisors is necessary to complete the gift. In addition, it includes any gift which is carefully considered by a donor in light of estate and financial plans.

Many of our benefactors have asked us if there are ways that they can help further the work of the Franciscans and also meet personal financial goals. To their great satisfaction we tell them that there are indeed ways to do both of this things.

The following explains a variety of ways in which you and we can minister together. For further information on a specific way of giving please contact us.

Giving life insurance

People sometimes have life insurance policies that have outlived their needs; policies taken out to protect mortgages that have since been paid or educational plans that have been completed. By naming the Franciscans as beneficiary of such a policy, you may be able to make a substantial gift without affecting your own financial security. Or you may prefer to transfer a paid-up policy or assign dividends to us. There may be tax benefits from such gifts, too.

Giving from retirement plans

Many people have planned for retirement by putting funds in pension plans provided through their employers, or IRA or Keogh plans. This can accumulate to large sums of money. If not needed to provide for you or your loved ones, you may give the funds remaining at your death to the Franciscans.

Charitable gift annuities

Through a charitable gift annuity, you can make a gift to the Franciscans and receive an income. The income would depend on the amount of your gift and your age at the time your gift is arranged. Part of each payment you receive would be tax exempt. If you wish, you could make the annuity for two persons or defer payments until a later date, when you may need the income more.

A bequest through your will

You can continue your support of the Franciscans beyond your lifetime by remembering us in your will. There are several ways to do this: you can give a percentage of your estate; you can give a specific amount; or you can give part or all of the residue of your estate after other beneficiaries have been provided for: Our full legal name is:

Franciscan Fathers of the Third Order Regular
Province of the Immaculate Conception
United States of America
Post Office Box 139
Hollidaysburg, PA 16648-0139

Toll free number: 1- 866-695-3802.

Memorial gifts

A memorial gift is a wonderful way to remember a special person in your life while making a gift to the Franciscans. A gift is given in your name and in their memory or honor. The gift can be given in the name of a living or deceased person. Such a gift can be made in a number of different ways and not necessarily with cash. For example, a chalice and paten set for use at Mass by a missionary priest; a Sacramentary and Lectionary or a set of oil stocks or vestments for a newly ordained priest; also a cash donation to be used for our missions or an Education Burse for a needy seminarian.

As you can see, there are indeed many opportunities for you to become a partner with the Franciscans. With careful planning, you can help us while enhancing your own financial security. If one of the giving ideas presented have appealed to you or you have some other idea in mind, please contact us.

• To request information or make a gift for our ministries
  here at home or in the missions:
  Make check payable to:

The Franciscans - St. Bernardine Monastery

Mail to:
Mr. Tim Berenyak
Saint Bernardine Monastery
P.O. Box 139
Hollidaysburg, PA 16648-0139   CALL TOLL FREE - 1 - 866 - 695 - 3802

CONTRIBUTION POLICY

The Franciscan Friars Third Order Regular are a religious Order of the Roman Catholic Church. Through your contribution you participate in the church's mission outreach. Contributions to the Franciscan Friars Third Order Regular, a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code, are deductible for computing income and estate taxes. Consult with a tax attorney or a certified public accountant to verify that each particular contribution is deductible.
For an annual account of stewardship of your contributions, please contact us and ask for the Statement of Accountability. Thank you.

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