Include Us in Your Will: By making a bequest in your will, you may assign any amount to the Congregation of the Daughters of St. Paul free of estate tax. You can designate a dollar amount or a percentage of your estate. We recommend that you obtain counsel of professional advisors and an attorney who specializes in estate planning.
Living Trust: A living trust allows you to provide for yourself and your family before and after your death. A living trust can work very well with your estate plan because of its built-in flexibility.
Wills and trusts are completely revocable. You can change or terminate them anytime. However, unlike wills, a living trust can be implemented immediately.
You can make a contribution to the Congregation of the Daughters of St. Paul through a living trust by naming us as the trust’s beneficiary. You retain complete control of this asset during your lifetime
Gifts of Retirement Plan Assets: If you’re like many people, your financial future will likely revolve around your retirement plan assets. To maximize the value of a retirement account, consider making a lifetime gift of its after-tax value to a tax-exempt deferred giving plan.
Insurance Policy Gifts: When you first purchased life insurance you probably were trying to protect your loved ones from life’s uncertainties. However, the coverage you needed then may not be so important today. A gift of your life insurance could be a generous way to remember the Congregation of the Daughters of St. Paul
Telephone: To make a gift by telephone, please call Sr. Margaret Moran: 617.676.4415.
Mail: To mail your gift, please include your name, address and telephone number along with credit card payment, cash, check or money order.
Gifts may be mailed to:
Daughters of St. Paul
50 St. Paul’s Ave.
Boston, MA 02130
If you have any questions or need assistance, you may contact our Treasurer’s Office by phone 617-676- 4415); fax (617-524-8648); email (email@example.com)