Benefits of a Planned Gift

Planned gifts come in many different forms, each with their own nuances. Whether you are looking to make a traditional bequest through your estate; leverage IRS tax advantages by giving through your IRA; or name the Villa as a beneficiary to your life insurance policy, retirement account, or Donor Advised Fund; there are numerous benefits to making a planned gift. Through these special types of gifts, you can balance your current financial needs, such as providing for loved ones, while supporting your philanthropic priorities.

A planned gift to St. Joseph’s Villa:

Sustains your life-long connection to one of the oldest continuously operating nonprofits serving children in the United States that has played such an important role in your philanthropic goals, and the legacy you have created;

Impacts the lives of the children and families we serve by offering exceptional education, therapy, and care – now, and for generations to come;

Affirms that your legacy will have the greatest impact to the Villa according to your wishes; and

Ensures that your gift best fits your financial needs and objectives.

All realized planned gifts will be allocated to the St. Joseph’s Villa Foundation for unrestricted support of the Villa unless otherwise documented. Proceeds from the Foundation contribute about 10% of the Villa’s annual operating revenue. Investment proceeds are allocated specifically according to donors’ original intentions. Through donor support and continued market growth, the Foundation seeks to increase its impact on the lives of children and families the Villa serves.

Do you have the Villa in your estate plans?

If you have included St. Joseph’s Villa in your estate plans, please let us know so that we can thank you, ensure your philanthropic intent is honored, and count you among the members of the Archway Society.

Questions or need more information?

Disclaimer: St. Joseph’s Villa, its employees, and representatives, do not offer legal or financial advice. Please consult with your attorney, financial advisor, estate planner, or accountant before making any arrangements.