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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.
If you have remembered the Sisters of Saint Joseph in your planned giving, please let us know by filling out this form and sending it to the Development Office.
Sisters of Saint Joseph
Office of Development
9701 Germantown Avenue
Philadelphia, PA 19118-2694
Fax (215) 248-7277