A lifetime of diligent stewardship deserves an equally thoughtful succession plan to ensure your assets benefit the people and causes you value most. Naturally, your family, and especially your children, will be your highest priority. Perhaps you will also choose to provide a contribution in your will or estate plan—a charitable bequest—for causes and organizations, like the Christian Brothers of the Midwest, who have played an important role in your life.
But how do you choose between loved ones and your charitable causes? Some prefer to leave their estates to the organizations that matter to them, helping to make a difference in the world. Others divide their estates into shares, reserving some for your loved ones or family members, and the rest for charitable organizations.
We would like to offer two alternatives for your consideration.
You might direct your charitable bequest to an endowment fund at Christian Brothers of the Midwest and name your fund as a lasting memorial in honor of you or your loved ones. The Christian Brothers will invest your endowment fund and distribute a certain amount each year for purposes you choose. A named endowment fund provides a lasting reminder of your life values.
Consider a life income gift as a way to provide for both your family and the Christian Brothers of the Midwest. Your children receive fixed or variable income for their lifetime; afterward, the remaining funds are directed to the specific programs you choose. It’s a powerful way to protect your heirs while investing in our future.
Gifts to the Christian Brothers of the Midwest secure our ability to join families in raising young men and women with solid values, brings them into union with Jesus, and develops a desire to give back to the communities in which they live and grow.
We would be happy to work with you and your advisors to explore creative ways you can plan for your children and the Christian Brothers of the Midwest.
