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Planned Giving

St. Joseph’s Health Foundation is grateful to accept planned gifts from generous donors wishing to support the future of our Mission. There are a variety of ways in which you can support our patients, families and caregivers while also ensuring that your generosity creates a lasting and meaningful legacy.

In addition to fulfilling your philanthropic interests, planned gifts are a great way to establish guaranteed income streams and financial security while also taking advantage of the tax benefits associated with charitable giving.

Including St. Joseph’s Health Foundation in your estate plans is easy and we are here to help you explore the many ways you can give.

Estate Gifts

St. Joseph’s Health Foundation can be included in your estate plans through:

  • Bequests in your will or living trust
  • Naming a residual beneficiary of your estate
  • Naming a beneficiary on a life insurance policy.
  • Naming a beneficiary on retirement funds
  • Naming a beneficiary on bank or brokerage accounts

If you are interested in naming St. Joseph’s Health Foundation as a beneficiary in your will or trust, you can utilize sample bequest language found here.

Income Producing Gifts

Planned giving strategies can be financially beneficial, providing steady income streams during your lifetime. Consider establishing a:

  • A charitable gift annuity, or
  • A charitable remainder trust

More Ways to Give

  • Qualified Charitable Distributions from your IRA
  • Shares of stock/securities
  • Donor Advised Funds
  • Endowments
  • Real Estate

Contact US

If you choose to include St. Joseph’s Health Foundation in your estate plans, please use our legal name, address and federal tax ID listed below.

Legal name: St. Joseph’s Health Foundation
973 James Street
Syracuse, New York 13203
Federal tax ID number: 22-2149775

Trinity Health encourages its donors to consult with their financial and/or legal advisors when making decisions regarding their estate plans.

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