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.

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Beneficiary Designation Gifts

A beneficiary designation gift is a simple and affordable way to make a gift to support the Congregation of St. Joseph. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Beneficiary Designation Gifts
Donor
Designation Form
Account Custodian
Property
(IRA/Investment)
CSJ
Charity image

Benefits of a beneficiary designation gift

  • Support the causes that you care about
  • Continue to use your account as long as you need to
  • Simplify your planning and avoid expensive legal fees
  • Reduce the burden of taxes on your family
  • Receive an estate tax charitable deduction

How a beneficiary designation gift works

  1. To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
  2. Ask them to send you a new beneficiary designation form.
  3. Complete the form, sign it and mail it back to your broker, banker or agent.
  4. When you pass away, your account or insurance policy will be paid or transferred to the Congregation of St. Joseph, consistent with the beneficiary designation.

Important considerations for your future

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.

Contact us

If you have any questions about leaving a beneficiary designation gift to us, please contact us. We would be happy to assist you.

If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. We would like to recognize you and your family for your gift.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown

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.
More »

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.
More »

Follow us on: