A little planning goes a long way … and sustains the success of our hospital!
Interested in leaving
a meaningful legacy?
Or showing that you
truly appreciate the care
you or your loved ones
have received at St. Joseph’s?
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.