Planned Giving

Bequests
Bequests comprise property that is bequeathed in a will. Bequests are 100% tax deductible for federal and state estate taxes and may place your estate in a lower estate tax bracket.

Sample language: “I give, devise, and bequeath to the Convent of the Sisters of Saint Joseph Chestnut Hill, Philadelphia…”

  1. To donate a percentage of your estate (___% of my estate.)
  2. To bequeath a specific dollar amount ($___specific dollar amount).

Please notify us if or when you choose to include the Congregation in your will so we may recognize you as a member of the Heritage Circle.

Join the Heritage Circle, click here for more information!

Life Insurance Policies

Life insurance may be appropriate for some benefactors who have an existing policy they no longer need, or where the benefactor wishes to purchase a new policy with the Congregation of the Sisters of Saint Joseph named as the irrevocable beneficiary.

Retirement Gifts

Assets accumulated in a retirement plan, such as an IRA, can be a source of funding for a charitable gift by naming the Sisters of Saint Joseph as a beneficiary or contingent beneficiary of such plans. Tax benefits are based on IRS regulations at the time of the designation.

Sisters of Saint Joseph
Office of Development
9701 Germantown Avenue
Philadelphia, PA 19118-2694

(215) 248-7238
Fax (215) 248-7277

development@ssjphila.org