Join the Legacy Circle
When you remember the sisters through your will or estate plan, you will be recognized as a member of the sisters’ Legacy Circle. This group celebrates those whose vision and generosity help secure our sisters’ future. Members are also perpetually enrolled in our sisters Prayer List.
We recommend that you seek the advice of your tax advisor, attorney, and/or financial planner to ensure that the gift you are considering fits your overall circumstances and planning.
You can help the Sisters of St. Francis even after your lifetime by naming the sisters as a beneficiary of a retirement account, life insurance policy, or other assets.
It’s a simple way to have a big impact that costs you nothing during your lifetime, and can help you save non-taxable assets for your heirs. (Your attorney, financial planner, or tax-advisor can help you determine which assets will or won’t be considered taxable income when paid to your heirs.)
You can name the sisters as either the primary beneficiary or contingent beneficiary. As a contingent beneficiary, the sisters only receive the gifts is your primary beneficiary should pre-decease you. If you change your mind or your circumstances change, you can always change your beneficiary designation(s).
You can leave the entire amount or a portion of:
- Life Insurance
- Retirement Plan Assets
- Bank or Brokerage Accounts
To name the Sisters of St. Francis of the Neumann Communities as a beneficiary, contact your bank, plan administrator, or insurance company to request a Change of Beneficiary form.
For more information, please contact the regional representative closest to you.