Gifts from Your Will or Trust

Need to preserve assets? You can plan a gift to us that will take effect only after your other obligations are fulfilled.



How It Works

  • Include a gift to St. Joseph’s Hospitals Foundation in your will or trust. (Here is sample bequest language for your will.)
  • Your bequest will support the overall mission of St. Joseph’s Hospitals Foundation.
  • Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
  • Tell us about your gift so we may celebrate your generosity now.

Important Related Topics

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Bequest Intention Please click here to let us know if you have already included St. Joseph’s Hospitals Foundation in your estate plan or if you are considering doing so. Thank you.



Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Explore More Gift Options

Will or Trust →

You can plan a gift that will not affect your cash flow.

Appreciated Securities →

Take advantage of appreciated securities, avoid tax.

Life Insurance →

Make a significant gift, no matter the size of your estate.

Retirement Plan →

Donate double-taxed assets and leave more to family.

Real Estate →

Donate a valuable asset, receive powerful tax benefits.

Personal Property →

Donate personal property, receive signifcant tax benefits.

Donor-Advised Fund →

Make a gift from your DAF, or name us a beneficiary.