Legacy Giving
You can continue to support the Sisters and their mission of unifying love and service to others
after your lifetime by making a legacy gift. You do not have to be wealthy to make a planned gift,
only willing to include the Sisters in your plans.
It would be our honor to be part of your legacy.
Include the Sisters in Your Will or Trust
Charitable Gift Annuities
A charitable gift annuity provides fixed payments for life and tax benefits in exchange for a gift of cash or securities. A charitable gift annuity (CGA) may be suitable if you:
- Want to maintain or increase your cash flow
- Want the security of fixed, dependable payments for life
- Want to minimize income taxes and avoid capital gain taxes
- Would like income that is partially tax-free
- Want to make a gift of $10,000 or more
- Are at least 60 years of age
Congregation of St. Joseph charitable gift annuities are administered by the National Catholic Community Foundation (NCCF). NCCF will invest your gift in compliance with the investing guidelines of the U.S. Catholic Conference of Bishops and send you payments. After your life, the remainder of your annuity will be transferred to Congregation of St. Joseph. Please contact us for an application and instructions.
Heritage Society
If you choose to include the Congregation of St. Joseph in your legacy, you will be enrolled as a member of our Heritage Society and receive:
- A Certificate of Appreciation and a special gift commemorating our founders.
- Your name inscribed in the Honorary Registry (you can choose to be anonymous or to include a tribute in memory or honor of a sister or
loved one). - Prayers for the repose of your soul and remembrance in annual
masses or prayer services. - Recognition at donor receptions and other special events.
- Our exclusive Mission and Ministry newsletter.
To learn more or to share your plans, please contact: Melissa O’Leary, Director of Development at
moleary@csjoseph.org or 216-688-3474.
We also encourage you to document your intentions by completing and sending us this form: Legacy Gift Statement of Intent
Legacy Donor Spotlight
“Even though my contribution is small,
I’m happy to be able to participate in this way
with the sisters as they care for the dear neighbor.”
– Vi Powers, Legacy Donor
