Planned giving: a relationship of trust!
Planning for your estate is no simple thing, especially if you are considering making a major bequest. Decisions must be made which can affect your close relatives and which involve your most cherished values.
If you would like to make a gift to Saint Joseph’s Oratory, you can count on our support. We can provide important information to assist you in planning wisely.
Whether it’s a question of tax benefits, type of gift, interest rates on our charitable annuity, or an Oratory project that you would like to support, we will be pleased to answer all of your questions with the utmost discretion.
There are many options for planned giving:
-charitable bequest
-gift of life insurance
-charitable annuity
-interest-free loan
-charitable trust
-gift of listed securities
-gift of furnishings, real estate, etc.
Whatever you choose, your gift will ensure the Oratory’s continuation and will make a difference for future generations.
So, feel free to contact Mrs. Francine Cardinal, director of the planned giving program of the Oratory. With 22 years of experience as a lawyer with an MBA degree, she will assist you in reaching your goals.
Here is how to reach her:
Francine Cardinal, director
Planned Giving Program
Telephone: (514) 733-8211, extension 2523
Thank you for your generosity and looking forward to meeting you!
.JPG)
