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Planned
Giving Options
Planned
Giving offers you the opportunity to provide a tangible expression
of care and interest in our mission and to help us in shaping
and developing our future. Planned giving offers you many
different ways to use your assets during your lifetime, while
still enjoying the personal, emotional and spiritual fulfillment
of making a gift now. We gratefully accept and welcome such
gifts.
| TYPE
OF GIVING |
FORM
OF GIFT |
BENEFIT
TO YOU |
| Outright
Gift |
Cash
Stocks/Securities
Real Estate
Insurance
|
Income
tax deduction
No capital gains tax on appreciated gifts
Insurance
|
|
Bequests
Sample
Bequest Language
|
Cash
Real Estate
Personal Property
Percentage of Estate
Remainder of Estate
|
Estate
tax deductions
Perpetual Gift
Opportunity
|
|
Charitable
gift
Annuities
|
Cash
Stocks
Securities
|
Guaranteed
fixed income for life
Portion of the income is tax free
Reduction of estate taxes
|
Insurance
Policies
|
Name
us as the Policy
Owners and
Beneficiary
|
Substantial
gift as manageable cost of income tax deduction for value
of policy when transferred
|
|
Charitable
remainder
Trust
|
Cash
Stocks/Securities
Real Estate
|
Variable
or fixed income
Deferred income
Income tax reduction
Reduction of estate taxes
No capital gains tax on appreciated gifts
|
Contact
Us
Our Resource
Development Team is glad to confidentially answer questions
and offer suggestions on any giving options that you may consider.
Office
of Resource Development
Mr. Bohdan
Durkacz
Executive Director
Phone: 724-869-6544
e-mail: bodurkacz@stjoseph-baden.org
Sister
Karen Stoila, CSJ
Director of Development/Congregation
Phone: 724- 869-6592
e-mail: csjdevks@stargate.net
Mr. Ray
Niedenberger
Director
of Development/Villa St. Joseph
Phone:
724-869-6321
e-mail:
ray@villastjoseph.org
Jane Spellacy
Director of Development/Mount Gallitzin Academy
Phone: 724-869-6540
e-mail: mgadev@stjoseph-baden.org
©2008
Sisters of St Joseph - Baden
Mount Gallitzin Academy
1016 State Street, Baden PA 15005
724.869.2505 | Fax: 724.869.4932
Feedback, questions and comments are welcomed at csjprbah@stargate.net
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