The Cornerstone of Our Future
The 1869 Society was founded to recognize individuals who demonstrate their deep commitment to St. Joseph's Hospital Health Center and its mission of service through a planned gift. The generous contributions from these members serve as the cornerstone of our future by establishing a strong foundation from which many generations shall benefit.
About Planned Giving
Thank you for your interest in planned giving to St. Joseph's Hospital Health Center. Through planned giving, you can leave a lasting legacy to St. Joseph's and enhance your—and your family's—financial security.
Planned giving can have many benefits, both for you and for the hospital, such as allowing you to make a significant and meaningful donation to St. Joseph's while eliminating capital gains taxes or reducing the tax burden on your heirs. Often times, planned giving allows you to make a larger gift than you might previously have thought possible.
A planned gift, as the name implies, requires some advance preparation, typically in conjunction with a lawyer, a financial advisor or both. To determine the best type of planned gift for your situation, you must consider your personal, philanthropic, financial and tax objectives.
View our Giving Options Chart to learn more about definitions, requirements and things you should consider. Keep in mind these popular choices:
• Bequests - designate a specific dollar amount or percentage of your estate to leave to St. Joseph's.
• Charitable Trusts - you and/or a beneficiary can continue to receive a percentage of your assets annually, with the remainder going to St. Joseph's.
• Charitable Gift Annuities - earn a fixed amount annually and leave the remainder to St. Joseph's.
• Retirement Plan Assets - name St. Joseph's as your beneficiary and reduce the tax burden on your heirs.
Before You Begin
To determine the most favorable planned gift for your particular financial and philanthropic goals, always consult with a lawyer, personal financial advisor, accountant or other tax professional.
The staff of St. Joseph's Health Foundation can also provide more information about specific planned giving opportunities and work with your professional advisors to facilitate your gift.
For more information on The 1869 Society, contact the Foundation at (315) 703-2137, email Foundation@sjhsyr.org or return this form to the Foundation.