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.