The Future of the Shrine Depends on You!
GIFTS THAT ESTABLISH A LEGACY OF SUPPORT
A Planned Gift traditionally has been defined as a gift that an individual creates during his or her lifetime. There are many kinds of planned gifts and the information below is just a sampling of the various kinds of planned gifts that the Shrine receives. A planned gift may provide personal and financial benefits to the donor while ensuring the vitality of the Shrine for future generations.
Possible Planned Giving gift options to sustain our Shrine mission and ministry include:
- Donor Advised Fund
- Include the Shrine in your Will or Trust
- Appreciated Security Gift
- Non-Cash Asset Gift
Donor Advised Funds
A Donor Advised Fund (DAF) offers a simple and convenient giving vehicle that is tax-effective and allows the donor to recommend grants from the fund over time. Consult with your financial professional to establish a DAF.
Include The Shrine In Your Will or Trust
A Donor may indicate his or her intent to leave a future gift to the Shrine. The following is the process when including the Shrine in your will:
- Designate in your Will or Trust the name The National Shrine of Saint Frances Xavier Cabrini Inc. Language to include might look something like this:
I give to The National Shrine of Saint Frances Xavier Cabrini Inc. (Tax ID #45-5607401) located at 2520 N. Lakeview Avenue in Chicago, IL the sum of $___________ in support of the Shrine’s full mission.
- Make your bequest in support of the Shrine’s full mission or you may designate it to a specific Shrine fund or program.
- Indicate a specific amount or a percentage of the balance remaining in your estate or trust.
- Tell Us that you have already included the Shrine in your Will so we can celebrate your generosity now!
Appreciated Securities Gift
Includes shares of corporate stock or mutual funds, bonds issued by corporations or governmental agencies, stock options or other options, limited partnership units and other forms of investment instruments that can be exchanged for money.
Non-Cash Asset Gift
Non-cash asset gifts refer to an asset such as securities, life insurance policies, retirement accounts and real property.
The information contained on this website is not offered as legal or tax advice. As with any decision regarding legal and financial matters, you should first consult your own independent professional such as an attorney, accountant, trust officer, life insurance professional, or investment advisor. The Shrine welcomes the opportunity to discuss and collaborate with you and your advisor on how you might consider making a gift to the Shrine.
For further information, kindly contact Sr. Bridget Zanin, MSC, Executive Director at 773-360-5733 or Barb Willis, Development Director at 773-360-5746.