Welcome to Saint Raphael Foundation Planned Giving
Thank you for your interest in Saint Raphael Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Trusts To Protect Children Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ...
Benefits For Family and the Saint Raphael Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Major IRA Gift* Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift* >>.
Bequests* Joe and Anna have been faithful supporters of the Saint Raphael Foundation. They believe it is important to support and encourage the Foundation mission More on Bequests* >>.
Tax-Free Sale* Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale* >>.
Fixed Income for Retirement* After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement* >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to e-mail me at your convenience.
Lucy Sirico
Executive Director
* These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of actual donors who were involved in either the cases or the combination of cases.
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 
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