For Donors

The Foundation is here to help you leave a legacy gift for your parish, parish school, the Diocese or other Catholic organization. Below you will find information about types of legacy gifts and different ways you can leave a legacy gift. There are also tools that can help you get started with your planning. If you have any questions or would like to discuss your options further, please contact us!

How Can I Make a Legacy Gift?
Legacy Gifts take many forms and can be any amount. Use the information and resources below to learn more about remembering the Church as part of your legacy.

Legacy Gift Options
Learn about the types of assets you can leave to charity and how you can give them. The Foundation can help you with your gift whether it's simple or complex.

What to Give

Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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How to Give

Learn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.
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Donor Stories & Gift Examples
Donor Stories & Gift Examples
Read stories of impact from real legacy donors and learn from examples of legacy gifts that you can apply to your situation.
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Donor Stories & Gift Examples
Tools

Legacy Gift Calculators

Use our calculators for Annuities and other complex gifts to see if they will work for your needs.
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Legacy Gift Intention Form

Fill out and send us the Legacy Gift Intention Form so we can thank you for your gift! If one of your gifts is eligible, you may also be welcomed into the Society of Saint Joseph.
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Sample Bequest Language

Bring this Sample Bequest Language to your lawyer so that you can leave a gift to charity in your will or trust.
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Create Your Plan

If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started.
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Donor Stories & Gift Examples
Society of Saint Joseph
If you have named your local parish, a Catholic elementary school, the Diocese of San Jose, or a ministry of the Diocese in your estate plan, we would like to welcome you into the Society of Saint Joseph.
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