Your gifts fund OUR future

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IRA – Are you considering the conversion of your traditional IRA to a Roth IRA?  WAIT!!!!  Let us help alleviate some of the tax burden you may incur.  The conversion of your traditional IRA to a Roth IRA will likely propel you into the highest tax bracket of your lifetime.  If you determine that a Roth IRA conversion is the right move for you, strategic charitable giving to the Sisters of Providence can offset some of the additional taxes you will incur.  You can maximize your tax savings by accelerating your giving and making as many gifts as possible in the year you make the contribution.  We can help!

Trusts – There are many different types of trusts available to meet your needs (charitable remainder unitrust; charitable remainder annuity trust; charitable lead trust etc.).  The Sisters of Providence do not administer any type of trust but naming us as a beneficiary in your trust is a great way to plan for OUR future.  Please consult your professional legal/tax advisor to ensure you get the right trust to meet your philanthropic desires and tax implications.

Gifts of stock or appreciated securities – It’s not always tax smart for you to redeem stocks or securities and then send us a check.  The Sisters of Providence gratefully accept gifts of stock or appreciated securities (securities you’ve owned more than one year) and many times from a tax standpoint it is better for you.  Please contact us for current transfer instructions.

Real Estate and Collections – If you are considering giving the Sisters of Providence a parcel of real estate, or your prized collection (coin, art, etc.) please contact us prior to doing so.  We know it is your desire to give us a valuable gift but often times we incur more expense than the value of that gift.  For that reason, all gifts of real estate or collections are subject to approval of the General Council of the Sisters of Providence prior to acceptance.

 

For additional information contact:

Connie Gualano, Planned Giving Manager
Mission Advancement office
1 Sisters of Providence
Saint Mary-of-the-Woods, IN 47876
Phone:  (812) 535-2811
Fax:      (812) 535-1009
E-mail:  CGualano@spsmw.org

Legal Name: Sisters of Providence of Saint Mary-of-the-Woods, Indiana
EIN: 35-0868174

We urge all donors to consult your financial and legal advisors for a full discussion of implications of any cash alternative gift.

The Sisters of Providence keep all benefactors, constituents, alumnae/i and companions in daily prayer.