Heritage Circle

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.

Learn more about what DOCUMENTS YOU WILL NEED

A Helpful Guide — Eight Ways to Make a Bequest

Heritage Circle Bequest Notification

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
(215) 248-7238
Fax (215) 248-7277