You can support St. Joseph's Foundation of San Joaquin with a gift that doesn’t impact your cash flow, lifestyle or family security. 

  • Gifts from your will or trust 
  • Your assets remain in your control during your lifetime.  
  • You can modify your gift to address changing circumstances.  
  • Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests. 

Here is some suggested language that you can share with your personal advisors to include St. Joseph's Foundation of San Joaquin: 

I give and bequeath to St. Joseph's Foundation of San Joaquin, a California not-for-profit corporation, the sum of $____________ dollars {or all the rest, residue, and remainder of my estate} to be used for the general purposes of the Hospitals, in the discretion of its Board of Directors. St. Joseph's Foundation of San Joaquin’s tax ID number is 51-0432777.  Our official address is: St. Joseph's Foundation of San Joaquin, 1800 North California Street, Stockton, CA 95204. 

Gifts From a Retirement Plan 

  • Assets from your plan pass to St. Joseph's Foundation of San Joaquin after your death.  
  • You can continue to take regular withdrawals throughout your life.  
  • You can achieve significant income tax savings. 
  • You can change beneficiaries if your family's needs change. 

Gifts of Stock and Other Assets 

  • Receive an immediate tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • Pay no capital gains tax on the transfer when the stock is sold.  
  • Giving appreciated stock could be more beneficial than giving cash. 

Gifts of Life Insurance 

  • Make a gift of insurance you and your family no longer need. 
  • Receive an income tax deduction.  
  • In some cases, you can use the cash value in your policy to fund a life-income gift that provides you and/or other loved ones with an income now and benefits the patients in the future. 

Gifts of Personal Property 

  • Your gift of art, antiques, jewelry, etc. is immediately beneficial. 
  • Receive a tax deduction for the appraised value of your gift.  
  • Pay no capital gains tax.  
  • In some cases, you can use personal property to fund a life-income gift.  



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