Saint Boniface Church
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A Franciscan Oasis in the Tenderloin
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Remember St. Boniface in Your Financial Planning
Planned Giving is a way to actualize a final and lasting deed of stewardship
directed to the benefit of the Church. The most common way that people do this is by remembering St. Boniface in their wills,
estates, and trusts. These generous bequests have, in the past, provided providential reprieve in the always challenging financial
state of the parish. While many people think that a bequest from a will or trust is the only way to remember St. Boniface in estate
planning, there are several other options. This brochure presents information about several ways to donate money or other assets to
St. Boniface Church both before and after death while accruing substantial tax gains. Ways of giving include donations and bequests
from:
• Wills & Living Trusts
• Life Insurance Policies & Annuities
• Stock Donations
• Real Property
• United Way
Specific
elements of Planned Giving can be tailored to each donor’s needs and financial circumstances. As with any long-term life planning,
the advice and participation of your attorney, tax advisor, or other financial professionals should be sought before making any final
plans or commitments.
Whatever inspires you, whatever drives you – you can make a difference by supporting St. Boniface Church with
a bequest directed at any ministry, program, or capital campaign. By including
St. Boniface in your estate plans,
you will help
keep the Oasis in the Tenderloin an integral part of San Francisco’s spiritual skyline.
Planned Giving