Estate Planning

Xaverian Brothers Concordia Society

The Concordia Society recognizes the valuable contributions of friends who include the Xaverian Brothers in their Estate Plans. Members of this Society through their thoughtful estate planning, are ensuring a continuous commitment of support to our aged and infirm Brothers, our missionary work around the world, and our educational efforts in the US through our network of Xaverian Brothers Sponsored Schools.

Legacy Gifts

Remembering the Xaverian Brothers in your will is a special and effective way to ensure that the mission and ministry of the Xaverian Brothers continues into the future. 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 for free.  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.

Have you already included a gift in your will or trust? Please fill out this form to let us know! We would
love to thank you for your generosity. 

Beneficiary Designations

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. 

IRA Charitable Contribution

Individuals who must take an annual minimum distribution from their IRA can make an IRA charitable contribution by directly transferring up to $100,000 to a charity, like the Xaverian Brothers. The IRA charitable contribution allows the individual to meet their RMD requirements without adding to their taxable income. Please contact your IRA administrator to make a qualifying transfer.

Life Insurance

If you own a life insurance policy that is no longer needed for its original purpose, the cash value of such a policy may be a source from which to make a gift to the Xaverian Brothers that can provide tax savings today and may result in significant estate tax savings in the future. By transferring the policy to the Xaverian Brothers, you can receive a charitable deduction roughly equivalent to the cash value of the policy and also receive an annual deduction for the premiums you pay to keep the policy in effect.

Gifts of Securities

To make a stock gift, please provide your broker/agent with the following information:
Bank Name: U.S. Bank (777 E. Wisconsin Avenue, Milwaukee, WI 53202)
DTC#: 0547 (Robert W. Baird & Co.)
FFC: Xaverian Brothers USA Inc
FFC Account#: 5809-6602

Tax ID#

52-6036905

If you have included the Xaverian Brothers in your estate plans or would like more information about making a planned gift, please fill out this form: