What is the SFA Legacy Society?
St. Francis of Assisi Parish Legacy Society is a community of parishioners, former parishioners, and friends of the SFA Parish who have provided a gift (or a planned gift) of $1,000 or more to SFA Parish through an endowment.
Why be a part of it?
St. Francis of Assisi Parish was established in 2015 when 3 churches – Mary, Help of Christians, St. Joseph, and St. Nicholas – joined as 1 parish.
The 3 churches have provided a place of worship, gathering, and community since 1852, 1909, and 1990 respectively.
Our ancestors spent a lot time, money, and effort to ensure these churches – now one parish – continued to provide for the community.
To ensure St. Francis of Assisi Parish – and all that it does for the community – lives on well past our lifetime, we ask that you consider giving a part of your estate to an endowment that will provide funds for the Parish forever.
Beyond leaving a legacy with your contribution, you will also receive:
– A membership certificate to commemorate your legacy contribution
– An invitation to a yearly Mass and dinner for you and your family
– A permanent nameplate that will be on display in each Parish Center with all other Legacy Society Members
– A Legacy Society annual report to ensure funds are performing/used as intended
How to be a part of it?
Step 1: Learn about charitable giving options.
To provide long-term financial support for SFA Parish, SFA Parish recommends providing funds to one or both of the endowments listed below, or creating your own endowment.
St. Francis of Assisi Parish Endowment
This endowment provides funds for the general needs of the Parish.
St. Francis of Assisi Youth and Faith Formation Endowment
This endowment provides funds for the general needs of youth and faith formation within the Parish.
What is an Endowment?
An endowment is a donated fund that is invested to provide long-term financial support for a charity.
How Does an Endowment Work?
- A person gives a gift of cash/equivalent to SFA Parish at any time or after death to be used in an endowment.
A gift of $1,000 or more must be given to add to an existing endowment.
A gift of $5,000 or more must be given to create a new endowment.
Three suggested ways to give:
a. Give the gift of Cash.
b. Designate an SFA Endowment as a Beneficiary of a financial account.
c. Add a Bequest clause to your Will or Trust to give a part of your estate to an SFA Endowment.
What is a Bequest?
A bequest is something from your estate that is gifted to a charity by a written will, trust, or beneficiary designation.
- The gifts are invested.
- Each year, the returns from the endowment are reviewed.
If the returns are needed, then they are used per the endowment instructions.
If the returns are not needed, then they are added to the endowment to continue to grow. - Note:
The original amount given for the endowment cannot be used in the Parish.
Only the returns are available for use.
This means your gift will live on forever in your name or the name of your choosing.
Step 2: Talk about it and Pray about it.
Talk with your family, financial advisor, attorney, and/or the parish office about contributing to an SFA Endowment. Pray about a contribution to an SFA Endowment.
Consider what you want to accomplish with this gift. A small amount of time devoted to deciding what to give, when to give, and how to give can make a real difference when deciding how much to give.
Think about:
– What charitable causes are most important to me?
– How do I want to be remembered?
– What lessons do I want to impart to my children?
– Is there a best way to incorporate charitable giving into my own financial plan?
– What are my charitable giving choices?
Step 3: Set up your Legacy Contribution.
How to Give Now to an Existing Endowment:
Fill out the Application
Fill out the “Add to Existing Endowment Application” that is linked below.
Prepare a Check of $1,000+
Make the check payable to: The Catholic Foundation of Southwestern Indiana, Inc.
Mail Application & Check
Mail Envelope to:
St. Francis of Assisi Parish
P.O. Box 684
Dale, IN 47523
How to Give Now to a New Endowment:
Meet with Fr. Crispine / Fill out the Application
Call the Parish Office at 812-937-2200 to set up a meeting with Fr. Crispine and Devin to ensure this new endowment is set up to your wishes. Fill out the “Create New Endowment Application” that is linked below.
Prepare a Check of $5,000+
Make the check payable to: The Catholic Foundation of Southwestern Indiana, Inc.
Mail Application & Check
Mail Envelope to:
St. Francis of Assisi Parish
P.O. Box 684
Dale, IN 47523
How to Designate an Endowment as a Beneficiary:
Login to your Account
Login to your
Retirement Account,
Life Insurance Policy,
Savings/Investment Account, or
Other Account
OR contact the company of your Account.
Add an SFA Endowment as a Beneficiary
Add St. Francis of Assisi Parish Endowment
and/or
St. Francis of Assisi Youth and Faith Formation Endowment
and/or
Other Endowment
as ____% beneficiary.
How to Add to OR Create an Endowment within a Will or Trust:
Meet with your Attorney
If you don’t have an Attorney, find one by researching on the internet and choosing the right one for you. OR if you’d rather make a Will or Trust on your own, choose a website to create your Will/Trust through.
Add a Bequest Clause to your Will or Trust
For example: “I give and bequeath this gift of $_____ to St. Francis of Assisi Parish located at 8 Maple Street, Dale, IN, 47523 to be used for _____ Endowment.”
Include Application Info
Include respective application information in the Will/Trust to ensure funds are added to an existing endowment or new endowment properly.
Note: Your Attorney will be able to ensure the proper clause and information is included in your will/trust. The statement above is only an example.
Step 4: Tell the Parish Office of your contributions or planned contributions.
Fill out the form below, so we can recognize you for the gift you have so generously given. THANK YOU for your contributions. Your legacy will live on forever at St. Francis of Assisi Parish.
All Related Documents
Contact the Parish Office if you have any questions at all!
812-827-6767
stjoedale@evdio.org
Additional Giving Information is located at The Catholic Foundation of Southwestern Indiana, Inc. website linked below.
Planned Giving – The Catholic Foundation of Southwestern Indiana, Inc.