Make A Legacy Gift

Legacy & Planned Giving

A legacy gift is a meaningful way to ensure that what you care about today continues into the future. By including Patronato San Xavier in your plans, you help sustain our mission for generations to come, while honoring your personal and family priorities.

With potential financial advantages to your estate, such a gift reflects your dedication to Patronato San Xavier for generations, while avoiding possible tax liabilities for your family and other beneficiaries. Donations from your estate to Patronato San Xavier, a 501(c)3 nonprofit organization, are fully exempt from Federal Estate taxes to the extent allowable by law.

As a beneficiary, and in the absence of special instructions, we will split bequests and other estate gifts between our current needs and our permanent restricted endowment. Endowment gifts provide for the ongoing maintenance of our beloved Mission in perpetuity.
If you have already included Patronato San Xavier in your will, please consider letting us know so we can count you as a member of our 1783 Society. Please use this form to notify us.

 

Ways to Make A Legacy Gift

Gifts Through Your Will or Trust:

Include Patronato San Xavier in your will or trust to support our mission on your timeline. You can stipulate a gift of a specific dollar amount, or property such as stock, to be donated to the Patronato, or select a percentage of the value of your estate to be given.

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or to document your wishes before finalizing your plans with an attorney.

If you choose to include Patronato San Xavier in your estate plan, please use this form to notify us so that we can properly acknowledge and steward your gift. You choose whether or not your gift is anonymous.

If you prefer to work with your attorney or estate planner, here is some sample, non-binding bequest language for leaving a gift to the Patronato San Xavier: 

“I hereby give, devise, and bequeath [       % of my estate OR the sum of $            OR all my right, title, and interest in the following described property:                           OR all rest, residue, and remainder of my estate] to Patronato San Xavier., a 501c(3) non-profit corporation organized under the laws of the State of Arizona and located at 4400 E Broadway Blvd, Tucson, Arizona, 85711, Tax ID #: 74-2354509”

Beneficiary Designations

Naming Patronato San Xavier as a beneficiary of one of your assets, such as your retirement plan or life insurance policy, is a convenient way to support our mission. This takes just minutes and doesn’t require a change to your will.

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets. 

If you would prefer to work with your attorney or estate planner, our 501(c)(3) federal tax ID number is 74-2354509.

Create or Update Your Will (FreeWill)

To make it easier, we’ve partnered with FreeWill, an online tool to help you write your legal will in 20 minutes for free. Regardless of age or level of wealth, a will provides peace of mind by protecting your loved ones, honoring your intentions, and allowing you to share your values through the causes you support.
[Create Your Free Will]

About the 1783 Society

The 1783 Society recognizes generous people who are choosing to leave a legacy in their will, trust, or estate plan, or who make a current gift of $10,000 or more to Patronato’s Endowment Fund. Membership in the 1783 Society offers a way to make a difference, far beyond the measure of one lifetime.

1783 Society Benefits

  • Recognition in Patronato’s Annual Report (unless anonymous)
  • Recognition on Patronato’s Donor Wall at the Mission (unless anonymous)
  • Invitation to attend Friends of Patronato and Conservator Circle Events
  • Private Behind-the-Scenes Tour for up to 6 people including the opportunity to meet with conservators working onsite. Tour date/time coordinated to meet your availability.
  • Exclusive invitation to join an occasional travel opportunity touring Missions of the Southwest

Let Us Know

If you’ve already included Patronato San Xavier in your plans please use this form to notify us. If you’d like help exploring options, we’d love to talk.

Contact

Deanna Dillard

d.dillard@PatronatoSanXavier.org or 520.409.0025