With gratitude we invite you to become a member of the Ignatian Heritage Society of The USA Northeast Province of the Society of Jesus and join others who want to create a legacy for their families and further the Jesuit mission to improve the lives of people here and around the globe through planned giving.
Working with you or your advisers, we can help you meet both your personal planning and charitable giving objectives. By joining the Ignatian Heritage Society now, you provide the Jesuits with the opportunity to thank you during your lifetime and steer your gifts in the way you intended.
We can show you a variety of tax-effective ways to include Jesuits in your estate plan:
Have your adviser review the following language: “I bequeath (a percentage of your estate or a specific amount) to the Society of Jesus.”
Gifting the Jesuits with an IRA, 401 (k), 403 (b) or pension plan may reduce your income and estate taxes.
01/2016 UPDATE: Permanent IRA Rollover! The Protecting Americans From Tax Hikes (PATH) Act of 2015 was passed by votes of 318 to 109 in the House and 65 to 33 in the Senate. With bipartisan support, the bill makes permanent four tax extenders that help donors support their favorite charities. President Obama signed the PATH Act on December 18, 2015. Read more.
We can show you how to designate the Society of Jesus as a beneficiary of all or part of the proceeds of your life insurance policies.
Charitable Remainder Trusts
We can provide you and your advisers with estimates of the income and tax benefits of making gifts of cash, stock, or real estate to a charitable trust.
For personal assistance or to arrange a private consultation, please contact us at (212) 774-5500 or send an e-mail to UNEPlannedGiving@jesuits.org.