Charitable Gift Planning

Naming the Sisters of the Divine Savior in your will leaves a legacy of love and generosity beyond your lifetime. A future gift “in honor of” or “as a tribute to” a loved one can be a meaningful way to help ensure our Salvatorian ministries endure well into the future.  You might consider a gift in honor of a Catholic Sister who inspired you in school or cared for a loved one in a hospital or nursing home. As part of your estate plan, you can also designate a gift to support a Salvatorian ministry close to your heart. All things considered, making a lifetime charitable gift can help you meet your personal, financial and estate planning goals.

We are grateful when you share with us your plan to name the Sisters of the Divine Savior in your will. It gives us the opportunity to express our gratitude for your generosity and welcome you to our Apostolic Circle. As an Apostolic Circle member, you join others who share your values to leave a legacy for the future of our service to God’s people. Annually during the Christmas season, we offer prayer intentions for our Apostolic Circle members at a Mass celebrated at Villa Salvator Mundi, our Motherhouse in Rome.

Your generous gift will carry the
Gospel to places far beyond you.
2 Cor. 10: 16-17

Our professional affiliations with Partnership for Philanthropic Planning and Leave a Legacy® provide continuing education and resources to help us create a meaningful charitable giving experience for you. Your desire to support our mission gives us joy and deep gratitude. We want you to achieve your personal and charitable goals, and consider the needs of your loved ones too. We encourage you to consult with your legal, tax or financial advisor when deciding how to distribute your estate.

Please consider including the Sisters of the Divine Savior as a beneficiary in your estate planning. With your legacy gift, you will help to ensure the future of our mission work in the United States and around the world.

Here are a variety of ways to give a legacy gift beyond your lifetime:

  • Cash gifts are simple and you can specify your gift for immediate needs of the Sisters of the Divine Savior.
  • Giving stocks, bonds or mutual funds that have appreciated since you bought them might help you reduce or avoid capital gains tax.
  • Charitable bequests can be money, property, or a percentage (or remainder) of your estate after gifts to your family.
  • Life income gifts through a Gift Annuity, Charitable Remainder Annuity Trust, or a Charitable Remainder Unitrust provide a life income in exchange for an irrevocable gift.
  • Tangible personal property might include antiques, artwork, jewelry or collectibles.
  • Real estate, particularly if it has increased in value, might offer you more financial advantages than a cash gift. Donating a remainder interest in your home to the Sisters of the Divine Savior can offer you sizable tax benefits now, while you continue living in your home for the rest of your life.
  • You can name the Sisters of the Divine Savior as a beneficiary of a savings or brokerage account.
  • A life insurance policy that is no longer needed can include Sisters of the Divine Savior as a beneficiary.
  • You can also name the Sisters of the Divine Savior as a beneficiary of a retirement plan, such as a tax-deferred IRA, 401(K), 403(B), or company-sponsored pension and profit sharing plan.

 

Click here for sample bequest language.

Bequest of specific property (e.g. real estate, art, or jewelry)

Suggested wording: I give, devise and bequeath (property description) in my estate to Sisters of the Divine Savior, 4311 N. 100th Street, Milwaukee, Wisconsin 53222.

Bequest of specific percentage of your estate.

Suggested wording: I give, devise and bequeath to Sisters of the Divine Savior, 4311 N. 100th Street, Milwaukee, Wisconsin 53222, _____% of my estate.

Bequest of specific amount can be unrestricted, or designated for a particular mission or purpose, such as Sisters’ formation or education.

Suggested wording: I give, devise and bequeath to Sisters of the Divine Savior, 4311 N. 100th Street, Milwaukee, Wisconsin 53222, the sum of $_________.

Residual beneficiary specifies that after paying all your expenses (medical, funeral, taxes, etc.) and satisfying any specific bequests, the remainder (residue) will be distributed to the residual beneficiary or beneficiaries.

Suggested wording: I give, devise and bequeath the remainder of my estate to Sisters of the Divine Savior, 4311 N. 100th Street, Milwaukee, Wisconsin 53222.Life income gifts can be made as life income agreements through a Gift Annuity, Charitable Remainder Annuity Trust or a Charitable Remainder Unitrust. These agreements provide a life income in exchange for an irrevocable gift.

 

When setting up your gift, please use our legal name and address shown below.

Sisters of the Divine Savior
4311 N. 100th Street
Milwaukee, Wisconsin 53222
Our tax identification number is 39-6054869.

If you have questions about charitable gift planning and our Apostolic Circle, contact Lori Land at landl@salvatoriansisters.org or call her at 414-466-7414.