Become a Member of the Heritage Circle
Plan Your Legacy With Your Will or Trust
Bequests comprise property that is bequeathed in a will. Bequests are 100% tax deductible for federal and state estate taxes and may place your estate in a lower estate tax bracket.
Please consult your attorney if you feel that a bequest clause to the Sisters of Saint Joseph of Philadelphia in your will is an option you would like to pursue.
The three most common ways to make a bequest to the Sisters of Saint Joseph are:
- To donate a percentage of your estate (___% of my estate.)
- To bequeath a specific dollar amount ($___specific dollar amount).
- Residue of Your Estate is another option. Residue refers to whatever is left after other bequests have been granted
Sample language: “I give, devise, and bequeath to the Convent of the Sisters of Saint Joseph Chestnut Hill, Philadelphia…”
Why Include a Bequest in Your Will or Trust?
The reasons that donors make charitable bequests are, generally, as varied as the donors themselves, but perhaps one common denominator is a sincere desire to give back to the community or to a particular charitable organization.
Sisters of Saint Joseph
Office of Development
9701 Germantown Avenue
Philadelphia, PA 19118-2694
Fax (215) 248-7277