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Planned Giving

Plan a Future Gift

Through a legacy gift, your passion to improve your community will be long-lasting. You can support Saint Joseph Berea Foundation while also creating your personal legacy and achieving personal financial goals. There are several options:

Charitable Gift Annuity

You can support Saint Joseph Berea Foundation now, and at the same time reduce your tax burden and achieve personal financial goals.

Bequest

Include the Saint Joseph Berea Foundation in your will or trust, and designate how you’d like your donation to be used. Including a bequest to the Saint Joseph Berea Foundation in your will is not only simple, but deeply impactful. Your inclusion of us in your will can impact healthcare far beyond your lifetime – allowing generations of your loved ones to live healthy, long lives.

The following language is recommended when preparing your will (for an unrestricted bequest):

“I give to Saint Joseph Berea Foundation, a Kentucky charitable organization, the sum of $____ (or in the case of property, describe) to be used for the benefit of the Saint Joseph Berea Foundation.”

Beneficiary Designation

Simply name the Saint Joseph Berea Foundation as the beneficiary of your life insurance policy or retirement account after your lifetime.

 

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