Planned Giving

A decision now to give a gift in the future.

A planned gift is a way to fulfill your philanthropic wishes and leave a legacy in coordination with your overall financial and estate planning.  There are many different options that provide tax advantages:  

• Bequest

• Gift of Stock

• Gift of Real Estate

• Gift of Life Insurance

• Charitable Remainder Trust

• Charitable Gift Annuities

• Retirement Plan Beneficiaries  

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To learn more about endowments and/or the advantages of planned giving, please contact Kellie Frattone, Director of Development, at development@sjy.org.