Leave Your Legacy with Dignity

Gifts That Increase Cash Flow

Gifts That Pay You Income for Life and/or Create an Income Tax Deduction

Receive income for life while making a substantial gift to St. Joseph's Foundation of San Joaquin. 

Charitable Gift Annuity

  • Pays a fixed dollar amount to you and/or another beneficiary you name.
  • Creates an immediate income tax deduction. 
  • Income is guaranteed for life. 
  • A portion of the income may be tax-free. 
  • Rates based on your age and/or another beneficiary you name. 

Charitable Remainder Unitrust

  • Pays a variable rate of return to you and/or other beneficiaries you name. 
  • Provides income for life or a term of up to 20 years or a combination of the two. 
  • You receive an immediate income tax deduction for a portion of the value of the assets you place in the trust.  
  • After the trust terminates, the balance goes to St. Joseph's Foundation of San Joaquin to be used as you designate.
  • You avoid all upfront capital gains tax on any appreciated assets you contribute to the trust. 

Charitable Remainder Annuity Trust

  • Pays a fixed dollar amount to you and/or other beneficiaries you name.  
  • Provides income for life or a term of up to 20 years. or a combination of the two.  
  • You receive an immediate income tax deduction for a portion of the value of the assets you place in the trust. 
  • After the trust terminates, the balance goes to the St. Joseph's Foundation of San Joaquin to be used as you designate.  
  • You avoid all upfront capital gains tax on any appreciated assets you contribute to the trust. 

Retained Life Estate

  • Donate your home to St. Joseph's Foundation of San Joaquin but live there for life.
  • Receive an immediate tax deduction.
  • Reduce your estate taxes.

 

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