…rooted in the mission of Christ which continually unfolds in his Church: 'that all may be one.'

Trusts, Wills, Bequests

Lifetime Income

  • You receive a sizable income tax charitable deduction
  • You can avoid capital gains tax if you donate appreciated securities
  • These assets are professionally managed, freeing you from investment/management worries while providing lifetime income

A charitable remainder unitrust combines the best of a donation and an investment plan. You place selected assets in a trust and receive a lifetime income for you and/or another beneficiary. At the end of these lifetimes the remainder goes to the Congregation of the Sisters of Saint Joseph of Boston.

With a unitrust you income is a set percentage of the trust’s value, predetermined annually. You have the option of having a unitrust with a net income plus make-up below the stated percentage, you receive only that amount. When performance is better, deficiencies are recouped.

This is one of the best options for supplemental retirement income.

Trusts, Wills, Bequests

Mission Advancement

Mission Advancement
Email: mission.advancement@csjboston.org

Director of Mission Advancement
Carol Mack
Phone: 617.746.2115

Mission Advancement Coordinator
Cheryl Duggan
Phone: 617.746.2114

Card Programs
In Honor of

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