[Development Home] - [Tribute Cards]
Financial
Support
Financial support will help in two ways:
• It will assist us directly in the care of our retired and infirmed
members.
• It will ensure that many of our active members can continue to
serve the needs of God's people.
OPPORTUNITIES FOR FINANCIAL GIFTS
Memorial and Tribute Gifts
Memorial and tribute gifts offer an opportunity to honor a relative, a friend
or business associate for any special occasion: birthday, anniversary, promotion
or some particular accomplishment. The memorial gift also provides a thoughtful
and appropriate way to express sympathy at the moment and remembrance in the
future. Both memorial and tribute cards are available from the Development
Office.
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At the Time of Death
During a bereavement period, friends often seek an appropriate means to express
sympathy. The following message in the obituary of the deceased provides an
avenue to make a gift. Memorial gifts may be made to the: Sisters of St. Joseph,
385 Watervliet-Shaker Rd., Latham, NY 12110
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St. Joseph's Day Annual Appeal
Annual giving is the custom of making a yearly gift to an institution in which
one has faith. It is a friendly, happy custom, a perennial reunion in spirit,
a pooling of hope and blessing by those who wish the institution well.
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Pledge
A pledge is a commitment to contribute a specific amount of money over a period
of time. A pledge is a wonderful opportunity to make a larger commitment to
the Sisters of St. Joseph than would be possible from current income.
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Planned Gifts
Many planned gifts require the assistance of a legal or financial advisor.
Most planned gifts are deferred gifts, promising future support of the Sisters
of St. Joseph. When naming the Sisters as beneficiary of a bequest, insurance
policy, retirement plan or trust, the donor should instruct the lawyer that
our corporate title is: The Society of the Sisters of St. Joseph, 385 Watervliet-Shaker
Rd., Latham, NY 12110.
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Insurance Policies
A review of insurance needs might disclose that some policies are no longer
as useful as they once were. The cash value of a policy that is no longer
needed could be transferred to the Sisters of St. Joseph. It is also possible
to name the Sisters of St. Joseph a beneficiary of a policy or to assign dividends
to the province as current, tax-deductible gifts.
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Charitable Trusts
Charitable trusts are irrevocable gifts to the province that provide annual
income to the donor. A portion of the gift provides an income tax deduction
and any capital gains taxes on appreciated property are deferred or, in some
cases avoided. Trusts can also benefit estate plans.
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Retirement Plans
Since there are substantial tax penalties for having too much money left in
a retirement plan, naming a non-profit organization could be beneficial. The
Sisters of St. Joseph can be named first, second or last beneficiary for part
or all of a retirement.
Charitable Gift Annuity Program
Charitable gift annuities benefit both donor (with a guaranteed income) and
recipient (with a philanthropic gift). The Sisters of St. Joseph is now able
to offer this benefit to our friends and donors through the National Catholic
Community Foundation.
If you are interested in making a charitable gift to the Sisters of St. Joseph
and providing income in your future, please call Sister Carol at 518-783-3600.
You can also check out the National Catholic Community Foundation web site at www.nccfcommunity.org. There you can learn first-hand what a charitable gift annuity can mean to you and to the Sisters of St. Joseph of Carondelet, Albany Province.
Charitable
Bequest
A charitable bequest supports the work of the Sisters of St. Joseph after
death. A charitable bequest may be included at the time of writing a will
or it may be added later by a codicil. There are several ways to make a distribution
through your will. You can give a percentage or name a specific amount. You
may also leave whatever is left over (the residue) after other bequests have
been honored. A bequest does not affect current income and may favorably impact
the estate taxes owed. Our legal title is: The Society of the Sisters of St.
Joseph, 385 Watervliet-Shaker Rd., Latham, NY 12110.
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If you
would like additional information on how you can help us,
please contact Sister Carol A. Rohloff, CSJ, Director of Development at:
St. Joseph's Provincial House
385 Watervliet-Shaker Rd.
Latham, NY 12110
Phone: 518-783-3600
E-mail: crohloff@csjalbany.org
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