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April 2, 2019 | The Valley Catholic
PAID ADVERTISEMENT
Have you remembered the
Church in your estate plan?
Become a Founding Member of the
Society of Saint Joseph
Legacy Society for the Diocese of San Jose in partnership with The Catholic Community Foundation of Santa Clara County
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For more information, visit cfoscc.org/SocietyofSaintJoseph
What Qualifies as a “Legacy Gift?”
A Legacy Gift is made to an organization after your lifetime.
If carried out with discernment, this gift becomes an expression
of your deepest values and stewardship. Below are some
of the most common types gifts that people choose:
Gift from a Will or Trust
Your attorney includes a provision in your will that directs a
gift from your estate to the organization you choose
Become a Founding
Member of the Society!
Let us know about your
legacy gift by June 30, 2019
Gift of a Retirement Account
The gift is transferred tax free after your life and your estate
receives a charitable deduction
Gift of an Insurance Policy
Name an organization as beneficiary of a life insurance policy.
Read the article inside for a real donor story
Gift of Financial Accounts
Name an organization as the beneficiary of a bank or
brokerage account
Gifts that Provide Income for the Donor
Convert assets into a gift that also provides an income stream
for the donor
Managed by
in partnership with
Photo Credit: Waiting for the World, changes made https://www.flickr.com/photos/waitingfortheword/8250866631/
PLEASE NOTE: This is not legal, financial or tax
advice. Please consult your personal advisor for
information specific to your situation.