Planned Giving

A planned gift can benefit you, your family, and St. Joseph’s. Such gifts allow the Residence to continue its vital role of providing for the elderly while offering you tax benefits.

These gifts would be made in consultation with your attorney or accountant; St. Joseph’s Residence, Inc. does not provide legal or tax advice.

  • st-josephs-residence-dallas-04Immediate Gift – Cash, stocks, bonds, real estate*, or tangible personal property*.
  • Pledge – Gift made over one or more years through written agreement with St. Joseph’s Residence, Inc.
  • Matching Company Gift – Any applicable negotiable gift such as cash, stocks, or bonds. Complete Company’s matching gift form and submit with your gift.
  • Bequest – Cash, stocks, bonds, real estate*, or tangible personal property*. Distribution of estate as intended by the donor in his/her will. Donor includes language in his/her will to include St. Joseph’s Residence, Inc. as a beneficiary.
  • Life Insurance Policy – Donor names St. Joseph’s Residence, Inc. as the beneficiary of the policy; St. Joseph’s receives the benefit upon the death of donor.

*St. Joseph’s Residence, Inc. reserves the right to refuse gifts of real estate or tangible personal property.

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