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
Request Illustration
Calculate Plan

Motivation for Charitable Gift Annuity Came from a Common Interest

Motivation for Charitable Gift Annuity Came from a Common Interest

Mary Sue McDuffie first became acquainted with the Sisters of St. Joseph when she was a member of the parish council in the parish where the sisters were present. She then came to know them better as her children attended the parish’s school where the sisters served as principals and as teachers. As she realized she had common interests with the sisters, Mary Sue became a member of the “Ms. Margaret’s Group,” an auxiliary group of the sisters within the parish, and then later as an associate of the congregation itself. “As an associate, I benefited from the educational, spiritual, and social connections with the sisters,” said Mary Sue.

Mary Sue has been supporting the Sisters of St. Joseph for nearly 20 years. When asked why she feels it’s necessary to financially support the sisters, she replied that it’s important to “reaffirm their various ministries.” One of the gifts she made in support of the sisters is a Charitable Gift Annuity. “A Charitable Gift Annuity allowed me to accomplish a more tangible financial connection with the sisters, provide an additional form of income for them, while returning some income to me on a quarterly basis for as long as I live,” added Mary Sue.

The process of funding a Charitable Gift Annuity is relatively simple. After being approached about this opportunity by the sisters, Mary Sue said, “I just wrote out a check and sent it in after filling out the proper forms.” For her, a Charitable Gift Annuity is “a statement of financial commitment to the sisters.” She added, “I benefit by the quarterly financial return of my investment, and it’s an ongoing reminder of a small part I play in supporting a cause I believe in, and the financial return to me is reassuring for financial stability.”

A Charitable Gift Annuity is a great way to support the sisters, while at the same time provide yourself with a guaranteed fixed income for life. Rates are based on your age, and payments may begin immediately or on a future date. You can fund a Charitable Gift Annuity for yourself, yourself and a loved one, or for up to two other loved ones. Click the gift calculator link below to view a color example of the benefits you can receive with a Charitable Gift Annuity. You can also click the link below to receive one of our eBrochures on Charitable Gift Annuities.

Download BrochureeBrochure


Print This
Email This
Request Illustration
Calculate Plan
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: