Make A Legacy Gift
Help the White Dove of the Desert endure another 250 years.
Join the 1783 Society by making a legacy gift to Patronato San Xavier.
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.
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.
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. Use this form to notify us.
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.
I don’t have a will. I don’t think I need one:
- Although more than half of all Americans do not have a will, we all need one. Regardless of age or level of wealth, there is no time like the present to make a plan. The most caring thing you can do for your loved ones is create a will so that they do not have to deal with what is often an extremely complicated and stressful process. Almost everyone has property and items of value and having a will ensures peace of mind and that your intentions are carried out – and that the people and causes you love and value are protected. You can take care of your heirs and leave a legacy to the nonprofits you support today. Setting aside a portion of your estate for causes that are important to you is a way of sharing your values with your family and leaving a legacy of generosity.
Gifts Through Your Will or Trust:
- A bequest is a gift made through your will or living trust. There are several types of bequests you can designate to ensure that your gift will be made in a way that honors your legacy: you can stipulate a gift of a specific dollar amount, or property such as stock, to be donated to the Patronato; or you can select a percentage of the value of your estate to be given. Your intent to make such a bequest can be made clear in your will or living trust using simple yet explicit language, upon consultation with your attorney. Here’s 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”
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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.
Gifts Outside of Your Will:
- 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. All it takes is a few minutes and a simple form provided by your financial institution. Our 501(c)(3) federal tax ID number is 74-2354509. Please contact your estate planner for advisement of your options. For more information, please email dillard@PatronatoSanXavier.org.
Gifts That Pay Income:
- These gifts can include certificates of deposits and savings accounts. Contact your estate planner for advisement.
Join the 1783 Society!
- Members of the 1783 Society are loyal, dedicated donors who have chosen to make arrangements for Patronato San Xavier in their will or estate plan. These legacy gifts ensure the Mission enduring role as a sacred place of worship, an exemplar of living history, and a place of pilgrimage for the people of Southern Arizona and beyond. If you have included Patronato San Xavier in your estate plan and would like to be counted as a member of the 1783 Society, please use this form to notify us. You can remain anonymous and still be a member, if you so choose. 1783 Society Members receive special communications and invitations throughout the year.
For more information about Legacy Giving or the 1783 Society, please contact our development team at 520-409-0025 or d.dillard@PatronatoSanXavier.org
Please note that this information is designed to provide general guidelines about planned giving to Patronato San Xavier, including some of the potential financial benefits. It is not intended to provide specific advice about the legal or tax implications of charitable giving. Please be sure to contact your financial or estate advisor for further information and advice to determine which planned gift is the best fit for you.
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
The 1783 Society icon is the unfinished image of a winged angel, quill pen in hand, writing names into the book of life. This image appears high on the west wall of the Baptistry (pictured).
