A "planned gift" can provide support to the Sisters of Saint Joseph
in the future, while providing financial and tax benefits for
you and your family today or tomorrow.
Please contact your attorney or financial advisor to find out
what types of gifts will work best for you.
Remembering the sisters in your will is one of the easiest planned gifts you can make. You can specifically provide for family and friends first, then leave a percentage or specific amount to the Sisters of Saint Joseph.
In so doing, it is important to use the legal title of the Congregation:
Convent of the Sisters of Saint Joseph, Chestnut Hill, Philadelphia
Please notify us if or when you choose to include the Congregation in our will so we may recognize you as a member of the Heritage Circle.
Charitable Remainder Unitrusts and Annuity Trusts, assure future support of the mission of the Sisters of Saint Joseph. This type of gift is beneficial is you would like to retain income for your lifetime or the lifetime of a beneficiary, while making a cash gift to the Sisters in the future.
Life insurance may be appropriate for some benefactors who have an existing policy they no longer need, or where the benefactor wishes to purchase a new policy with the Congregation of the Sisters of Saint Joseph named as the irrevocable beneficiary.
Assets accumulated in a retirement plan, such as an IRA, can be a source of funding for a charitable gift by naming the Sisters of Saint Joseph as a beneficiary or contingent beneficiary of such plans. Tax benefits are based on IRS regulations at the time of the designation.
Your attorney or financial advisory will be able to help you determine which gifts will be most beneficial.
Email us!
Sisters of Saint Joseph
Development Office
9701 Germantown Ave
Philadelphia, PA 19118-2694
(215) 248-7238 (800) 482-6510
FAX (215) 248-7277
