Assets accumulated
in various retirement plans can be a source of funding
for a charitable gift. This gift would most likely be
in the form of bequests. IRA’S, Keogh plans, profit
sharing plans, company saving and investment plans and
pensions are some of the possible sources available for
this type of donation. The Sisters of Saint Joseph could
be named as beneficiary or contingent beneficiary of such
plans. Tax benefits are based on IRS regulations at the
time of the designation.
Email us for more information.
Sisters
of Saint Joseph
9701
Germantown Avenue
Philadelphia,
PA 19118-2694
(215)
248-7238
(800)
482-6510
FAX
(215) 248-7277
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