Bequests are gifts made as a provision of your Will or Trust. We can provide language that you can include in the documents you prepare in the course of your estate planning efforts.

Planned gifts are gift arrangements that have specific tax advantages and often include lifetime income to the donor or to one or more beneficiaries named by the donor.

Planned gifts typically are funded either by cash or some kind of appreciated asset such as stock or real estate. Gifts of appreciated assets typically are able to maximize both one’s charitable deduction as well as one’s tax benefits.

A planned gift or bequest can maximize your giving potential and even allow you to ensure your future financial security or that of a loved one at the same time that you make a donation to St. Joseph Center. Common examples are Charitable Remainder Trusts and Charitable Gift Annuities.

For more information or for sample language to include in your estate planning, please contact the Director of Community and Donor Relations at 310-396-6468 ext. 335.