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Interested in leaving a meaningful legacy? 

Many donors have come to appreciate the versatility of planned giving to leave a family legacy at St. Joseph’s, or show gratitude and appreciation for a special doctor or department where a loved one received personalized care.

Gifts made through beneficiary designation:

  • Will or trust
  • Retirement plans
  • Appreciated securities
  • Life insurance
  • Personal property

Life-income gifts that increase cash flow:

  • Charitable Gift Annuities > receive a fixed payout and significant tax benefits.
  • Deferred Charitable Gift Annuities > build retirement earnings by deferring onset of annuity payments. 
  • Charitable Remainder Unitrusts > choose from several options that best meet your personal financial situation.
  • Charitable Remainder Annuity Trusts > combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

St. Joseph's Foundation can answer your questions and help customize a plan that fits both your financial situation and charitable goals—identifying a method of giving that is most meaningful to you and your family. To learn more about these and other ways to maximize your philanthropic potential, call Evie Haertl at 602.406.1056.