Planned Giving
Managing your estate well is the best gift you can give to your family and the charities you support. Ask your legal and financial advisors what, when and how you should give your hard-earned assets.
Some of the ways to plan your estate:
Bequests – You may want to include the Sisters of St. Basil in your will. You can designate the Sisters to receive a general bequest, a percentage bequest, a residuary bequest or even a contingent bequest. Your lawyer or financial planner can counsel you on the differences and the best option for you.
Charitable Gift Annuities – A Charitable Gift Annuity can provide a donor with lifetime income in exchange for a charitable gift that helps fund the Sisters of St. Basil. It is a wonderful way to make a gift, increase your income and reduce your tax bill – all in one transaction.
Charitable Remainder Trust – You might choose a Charitable Remainder Trust wherein your family benefits initially and then the Sisters will receive the remainder of the assets after you have fallen asleep in the Lord
Gifts of Life Insurance – Insurance policies have value that we do not often think of. You can make the Sisters the owner and beneficiary of the policy and gain immediate tax savings.
There are many ways to plan your estate so that you and your family benefit while helping the charitable organizations that you respect and trust. If you wish to discuss giving to the Sisters of St. Basil, please feel free to contact our Treasurer at (724) 438-8644 x101.The Sisters of the Order of St. Basil the Great is a 501(c) (3) tax exempt organization.
Our official title is:
The Sisters of the Order of St. Basil the Great
Our Lady of Perpetual Help Province
500 W Main Street
P.O. Box 878
Uniontown, PA 15401