Testimonial

I can't praise Stonehill Franciscan Services enough: professional, very friendly staff with a sincere concern about me; good and varied meals; patient dignity and strong encouragement were top goals consistently met; very clean yet no "hospital smells".  I was lucky to be the first person in my private large room with lots of windows and a flat screen TV - whoo hoo!  The unit just opened this past April; the entire building is run by Franciscan nuns and includes various levels of care.  This was the exact opposite of my first experience with a care facility (post stroke) which my husband refers to as "a house of horrors."

Not knowing how good Stonehill was, I cried all the way there and prayed God send me angels - and I certainly had lots of them.  Presently I have a million exercises to do and will be going to outpatient therapy for a while.  My worst pain is my sciatica and physical therapy gave a tens unit which really reduces by pain. 

Sue

- Sue
3485 Windsor Avenue, Dubuque, IA 52001. Arrange a Visit Today! Call (563) 557-71803485 Windsor Avenue, Dubuque, IA 52001. Arrange a Visit Today! Call (563) 583-8234
Stonehill Franciscan Services: A quality retirement and care community
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3485 Windsor Avenue, Dubuque, IA 52001. Arrange a Visit Today! Call (563) 557-7180
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Goals & Benefits

There are many ways to make a gift to Stonehill Franciscan Services. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal

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Your Strategy

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Your Benefits

Make a gift for SFS’s future that costs you nothing now.

 

Include a gift from your will or trust (cash, specific property, or a share of the estate).

 

A great way to help SFS build financial strength and provide resources that maintain our traditions.


Avoid capital gains liability and take an income tax deduction.

 

Use appreciated securities instead of cash to make your gift.

 

Buy low and give high — while avoiding capital gains tax.


Leave more of your estate to your heirs.

 

Name SFS as beneficiary of your retirement plan, and leave less-taxed assets to family.

 

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.


Continue to receive benefits back from the assets you give to SFS — and thus make a larger gift.

 

Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity or a charitable remainder annuity trust or charitable remainder unitrust.

 

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.


Reduce high tax liability now; gain additional income later.

 

Establish a deferred gift annuity.

 

Receive a larger deduction and a higher income rate than an immediate payment annuity.


Create a long-term gift that won't draw funds from your estate.

 

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

 

Increase your ability to make a significant gift to SFS.


Reduce gift and estate taxes and leave more of your assets to your heirs.

 

Create a charitable lead trust to pay income to SFS for a fixed time, then pay the remainder to your heirs.

 

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.




The material presented on this Planned Giving website is not offered as legal or tax advice.
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