Planned Giving

A planned gift can provide support to the to the Sisters of Saint Joseph in the future, while providing financial and tax benefits for you and your family today.

Below are the different types of planned gifts that you can provide for yourself and your family. 

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.

Heritage Circle/Bequests

Become a Member of the Heritage Circle
Plan Your Legacy With Your Will or Trust

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.

Please consult your attorney if you feel that a bequest clause to the Sisters of Saint Joseph of Philadelphia in your will is an option you would like to pursue.

The three most common ways to make a bequest to the Sisters of Saint Joseph are:

  • To donate a percentage of your estate (___% of my estate.)
  • To bequeath a specific dollar amount ($___specific dollar amount).
  • Residue of Your Estate is another option. Residue refers to whatever is left after other bequests have been granted

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

Why Include a Bequest in Your Will or Trust?

The reasons that donors make charitable bequests are, generally, as varied as the donors themselves, but perhaps one common denominator is a sincere desire to give back to the community or to a particular charitable organization.

Learn more about what DOCUMENTS YOU WILL NEED
A Helpful Guide — Eight Ways to Make a Bequest
Heritage Circle Bequest Notification

If you have remembered the Sisters of Saint Joseph in your planned giving, please let us know by filling out this form and sending it to the Development Office.

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

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

Have more questions?
Contact us at development@ssjphila.org or submit the form below.