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.
Learn how to maximize your philanthropic potential > Call Evie Haertl @ 602.406.1056.