Invest in Our Future
An endowment gift to Diocese of San Jose today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.
Here’s how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Diocese of San Jose. The remaining funds are reinvested to ensure indefinite support.
Check Out This Potential Scenario
Longtime supporters Susan and Charlie have two goals: First, they want to make sure DSJ continue to receive support after they’re gone. Second, they want to memorialize Charlie’s parents, Mr. and Mrs. Jones.
Susan and Charlie make a $25,000 donation to DSJ, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie get a federal income tax charitable deduction on their taxes because they made a lump-sum gift.
Learn How to Fund It
Next Steps
Contact Joe Naylor at (408) 983-0250 or jnaylor@dsj.org for additional information on commercial annuities.
Seek the advice of your financial or legal advisor.
If you include DSJ in your plans, please use our legal name and federal tax ID.
Legal Name: (LegalName)
Address: (LegalAddress)
Federal Tax ID Number: Please contact us for our federal tax ID number.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.