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Welcome to Saint Raphael Foundation
Planned Giving

Thank you for your interest in Saint Raphael Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.



Benefits For Family and the Saint Raphael Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.


The Retirement Unitrust*
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust* >>.


Part Gift and Part Sale*
Sue and Jim Sato bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale* >>.


Easy IRA Gift*
Barbara retired after forty years as a teacher. She had volunteered for many years with Saint Raphael Foundation. More on Easy IRA Gift* >>.


Generous IRA Gift*
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Saint Raphael Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift* >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


Thanks very much for visiting us! I would be very pleased to help you. Simply click here to e-mail me at your convenience.
Lucy Sirico
Executive Director



* These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of actual donors who were involved in either the cases or the combination of cases.


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