If you have a loved one who has been impacted by Diocese of San Jose, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.
Check Out This Potential Scenario
When Sarah’s father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising DSJ for its tireless efforts to better his community. So Sarah decided to make a gift to DSJ in her father’s name using appreciated securities. Not only will her father’s legacy live on at DSJ thanks to the gift and a commemorative plaque, but Sarah also received a federal income tax charitable deduction and eliminated capital gains tax on the securities.
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.