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St. Francis Endowment Fund

What is the St. Francis
Endowment Fund?

 

        

The St. Francis Endowment Fund was established in 2008 for the purpose of providing members and friends with the opportunity to make charitable gifts to Saint Francis that would become a permanent endowment of financial support. These gifts are intended for purposes which are not funded through the annual operating budget and help to carry out the mission of St. Francis in the Foothills, today and for future generations. 

 

The St. Francis Endowment Fund is invested and managed by the Desert Southwest United Methodist Foundation. Your gift to the Endowment Fund will provide income in perpetuity for St. Francis. While the principal of the Endowment Fund remains intact and untouched, the earnings of the Funds may be distributed at the discretion of the Endowment Fund Committee. 

 

Twice a year, when earnings are available, the St. Francis Endowment Fund Committee considers dispersing funds. Applications for funds will be considered in the following areas: Mission, Scholarship, Property, Ministry or Special Need. 

 

HOW TO GIVE? 

 

  • LEAVE A BEQUEST TO THE ST FRANCIS ENDOWMENT FUND IN YOUR WILL OR TRUST (Bequest language below) 

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  • LIST THE ST. FRANCIS ENDOWMENT FUND AS (Full or Partial)  BENEFICIARY ON YOUR:

    •      LIFE INSURANCE POLICY 

    •      PENSION, IRA, 401(k), 403(b)

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  • TRANSFER STOCKS or BONDS, IRA ROLLOVER

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  • REAL ESTATE (Survivorship Deeds are available in Arizona) 

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  • CHARITABLE TRUST, RETIREMENT EARNINGS, CASH 

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    Endowment Fund

    NEED MORE INFORMATION? 

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    For more information about the St. Francis Endowment Fund, Contact the St. Francis Office 520-299-9063 

     

    For more information on which types of giving would be best for you, contact an estate lawyer or tax advisor. 

     

    More information about the Desert Southwest United Methodist Foundation can be found at www.dsumf.org 

     

    *St. Francis in the Foothills UMC is a nonprofit, tax-exempt charitable organization (tax identification number 86-0388672) under Section 501 (c) (3) of the Internal Revenue Code.

     

    Examples of Bequest language:
    (Feel free to change the numbers or percentages as you desire.) 

     

    1. Bequest of cash 

    "I bequeath the sum of $10,000 to "St. Francis UMC Endowment Fund (tax ID 86-0388672)” 

     

    2. Bequest of a percent of your estate 

    "I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to St. Francis UMC Endowment Fund (tax ID 86-0388672)” 

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    Anchor 1

    For more information, contact Chuck Adams, Endowment Committee Chair,
    at     ecadams@arizona.edu

    The Endowment Committee of St. Francis in the Foothills wishes to announce a new grant program from the Memorial Fund. The Memorial Fund is comprised of donations to St. Francis in memory of a friend or loved one who has passed during the past year. All proceeds are to be spent each year. An application form can be found as a link in the October Newsletter and weekly news from the church. The deadline to submit your application is Oct. 15. For questions, please contact Chuck Adams ecadams@arizona.edu or Karen Bliss kbliss86@gmail.com. 

    Memorial Fund Grant Application
    Tree of Life

    Tree of Life

    Leaves are available for those who make an Endowment or Legacy Fund gift of $150 or more. A golden leaf will be engraved with your personalized message and displayed on the ‘Tree of Life’ located in the Celebration Center. Gifts to the St. Francis Endowment or Legacy Fund are tax deductible.

    For more information contact Karen Bliss, Endowment Committee, at kbliss86@gmail.com

     

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