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.

I want to plan a gift based on my…

Giving Amount

Age

Assets

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.