Institutional Advancement
Planned Giving

As you and your financial advisor structure your estate plan, you may want to consider including St. Joseph’s College as a beneficiary. Planned Gifts can be bestowed in many ways including:

• Bequests
• Life Income Gifts
• Pooled Income Fund
• Charitable Remainder Trust
• Charitable Lead Trust
• Life Annuities
• Life Insurance
• Retirement Plans

Beyond supporting the College, Planned Gifts offer you substantial tax benefits and provides you with professional investment management at no additional cost. In addition, your involvement in any of St. Joseph’s Planned Giving vehicles entitles you to membership in the Aquinas Society – acknowledged with a beautiful certificate and a listing in the President’s Report.

For more information about how to establish a Planned Gift with St. Joseph’s College as the beneficiary, please contact at (718) 399–8425.