Interested in helping Diocese of San Jose with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a.
By including a bequest to DSJ in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.
Check Out This Potential Scenario
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved DSJ and decided to include a bequest of $75,000 to us in their will.
As Tom and Martha’s family grew to include three children, they decided to revise their gift to ensure their children’s future financial security. They met with their attorney and simply revised theso that their gift to DSJ was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.
Learn How to Fund It
You can use the following assets to fund a bequest:
Contact Joe Naylor at (408) 983-0250 or firstname.lastname@example.org for additional information on commercial annuities.
Seek the advice of your financial or legal advisor.
If you include DSJ in your plans, please use our legal name and federal tax ID.
Legal Name: (LegalName)
Federal Tax ID Number: Please contact us for our federal tax ID number.
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.