Estate Planning

Be a Part of Our Bright Future

If you would like to extend your support of Diocese of San Jose to make a lasting impact, there are several gift arrangements to choose from.  Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support DSJ.

Begin My Giving Journey

I want to plan a gift based on my assets.

Assets I Can Give

Not sure how to get started?

Answer a few simple questions and we’ll point you down the right path.

Allows me to see my gifts in action during my lifetime. The financial benefit that most interests me is:

The financial benefit that most interests me is:

  • Obtaining an income tax deduction.
  • Eliminating or reducing capital gains tax.
  • Giving without affecting my disposable income.
  • Creating a secure financial future for my family.
Leaves a legacy at Diocese of San Jose and will benefit our mission after my lifetime. The financial benefit that most interests me is:
  • Receiving regular payments for myself, my spouse or a loved one.
  • Retaining flexibility and control of my assets.
  • Saving on estate taxes.
  • Obtaining an income tax deduction.

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 examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.