Planning Your Estate
for your lifetime
benefit
for your family
for your favorite charity
Tax considerations in estate planning are
important but a wise estate plan involves much more. So even
if taxes are not a consideration, you need an estate plan.
And individuals whose estates are subject to tax will want to save
as many tax dollars as possible - consistent with their desires for
passing on their property.
Planned Giving
Bequests
A gift made through a will, a life insurance
policy, or a retirement account policy. If you have made
plans to include St. Joseph's Foundation in your Will or
Trust, please complete and mail the
bequest form for our
records.
Charitable
Remainder Trusts
This trust makes payments, either a fixed
amount (annuity trust) or a percentage of trust principal
(unitrust), to whomever the donor chooses. At the end of the
trust term, St. Joseph's Foundation receives the money that remains
in the trust.
Charitable Lead
Trust
This trust makes payments, either a fixed
amount (annuity trust) or a percentage of trust principal
(unitrust), to St. Joseph's Foundation during its term. At
the end of the trust term, the principal can either go back to the
donor (a grantor lead trust) or to heirs named by the donor (a
non-grantor lead trust).
Retained Life
Estate
A donor may make a gift of his or her
personal residence or farm to St. Joseph's Foundation and retain
the right to live there for the remainder of his or her life.
At the donor's death, St. Joseph's Foundation can use or sell the
property.
Non-cash
Gifts
Real Estate, antiquities, etc.
Contact Information
This material is intended to present
general information regarding charitable gift
options.
For additional information, please contact Sue Rokoszewski at (209)
825-3221.
The information contained herein is not intended as tax or legal
advice.
For such advice, please contact your tax or legal advisor.
St. Joseph's
Foundation
1800 North California Street
Stockton, CA 95204
(209) 467-6347
srokoszewski@chw.edu
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