How to Give Without Parting With Cash Today
Did you know there are many ways you can support St. Joseph's University without giving up funds right now? When you include a gift to the University in your estate or financial plans, you ensure your support for our work lives on for generations.
Reasons to Make a Planned Gift
In addition to making an impact on our future, a planned gift allows you to create a legacy that speaks to your values. It also offers you benefits such as:
- Your gift is generally deferred until after your lifetime, so your current income isn’t affected.
- With many planned gifts, you have the right to change your mind at any time throughout your lifetime.
Planned Giving is For Everyone
A common myth about planned giving is that it is only for the wealthy. The reality: Planned giving is for everyone! No matter your age or income, you need a plan. When you take time to plan, you create a secure future for yourself and your loved ones.
A Popular Option
A gift to the University in your will or living trust is the most popular type of planned gift. Many choose this because it is flexible and can be structured to meet your needs.
Create Your Legacy at St. Joseph's
No matter the type of planned gift you choose, it is reassuring to know your gift will allow you to extend your impact into the future. You can feel confident in the fact that we will be here to carry out our mission for years to come thanks to your support. To learn more about planned giving, contact Rory Shaffer-Walsh at rshaffer-walsh@sjny.edu or 631.687.2658.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 245 Clinton Avenue, Brooklyn, NY 11205. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.