Your act of generosity,
our longevity

With planned giving, you can provide long-lasting support for the Congregation of St. Joseph while enjoying financial benefits for yourself.

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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to the Congregation of St. Joseph that will make a lasting impact.

Charitable Bequest
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Donor's Family
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Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or the Congregation of St. Joseph as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to the Congregation of St. Joseph

  • Include a bequest to the Congregation of St. Joseph in your will or revocable trust
  • Designate the Congregation of St. Joseph as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name the Congregation of St. Joseph as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to the Congregation of St. Joseph as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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