fbpx

Planned Giving

Learn more about Estate Planning through our John P. McGonagle Legacy Society.

Making a provision in your estate plans can fund the future of St. Francis House and create a meaningful philanthropic legacy for you and your family. The easiest way is to make a charitable bequest through designating a gift of a fixed amount or a percentage of your estate. In making a bequest, our formal name is Saint Francis House, Inc. and our 501 (c) (3) tax exempt number is 22-2519129. Gifts should be made “for the general purposes of the organization at the discretion of its board.” This enables St. Francis House to meet its most pressing needs, which can change over time.

Planned gifts may also include:

  • Cash or appreciated securities/stock
  • Retirement accounts (IRA, 401K, 403B)
  • Life Insurance

In addition to providing critical financial support for our work, your planned gift(s) may also provide you financial benefits including tax savings, reduced capital gains and estate taxes, and release from financial management. We encourage you to work closely with a financial advisor or estate attorney in determining your plans. When donors share their intent to make a bequest or other planned gift(s) to St. Francis House, they become members of the John P. McGonagle Legacy Society. Under certain circumstances, they may receive gift recognition for their commitment.

To learn more, or to let us know of your intent to make a planned gift to St. Francis House, please contact Campaign Director Sheila Zarba-Campbell at scampbell@stfrancishouse.org or 617-654-1241.

About John P. McGonagle

John P. McGonagle was a beloved long-time volunteer who named St. Francis House as a beneficiary of his IRA to ensure that we can continue to provide life-changing services to people in Boston experiencing homelessness and poverty in the future.