Two Ways to Make a Planned Gifts to the Ursuline Sisters

1. A will bequest is a simple way to make a gift to the Ursuline Sisters. Certainly, your will defines your wishes to care for those dearest to you. To make a gift to the Ursulines, you can have your attorney revise your will. Or, you can ask to add a simple amendment that names a gift of a dollar amount or a specific property, a percentage of your estate or the residual amount of your estate after all obligations are satisfied.

   As the donor, you may choose an area of need that is meaningful. Such a gift to the Ursuline Sisters may be designated to fund Retirement Needs/Skilled Care of Ursulines or the Angela Merici Fund to assist the poor. Imagine the impact of an unexpected gift of $10,000, $25,000 or $100,000 to fund salaries so sisters can afford to continue working among the poor and disadvantaged.

2. A charitable gift annuity is an ideal opportunity to participate in the mission of the Ursuline Sisters of the Central Province, while continuing to receive guaranteed income for life.

   Your donation will be multiplied many times through the sisters’ efforts and you will have the great satisfaction of knowing that you are participating directly in their efforts.

   A charitable gift annuity is a legal agreement between you, the donor, and the Ursuline Sisters, by which you make a gift of cash or other asset to the Sisters in return for a guaranteed and unchanging income for life. Your annuity is funded with a minimum of $5,000, up to as much as you choose, depending on the return you wish to receive each year. To fund the annuity, you may use:

   • Cash
   • Appreciated stock
   • Real estate
   • Personal property
   • Other assets

Please e-mail Susan Whelan, Director of Development, for more information, or call 314-821-6884.

The purpose of this article is to provide information of a general character only. Advice from legal counsel should be sought when considering this type of gift.

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