What is the Society of Saint Joseph?
The Society of Saint Joseph is managed by the Catholic Community Foundation of Santa Clara County and provides
a way for our Church to celebrate and recognize these extraordinary acts of stewardship.
How do I become a member?
Joining the Legacy Society
requires two steps:
Step 1: Arrange for a planned or deferred gift to a local parish, a Catholic elementary school, the Diocese of San Jose, or any ministry of the
Diocese (endowed or non-endowed).
Step 2: Let us know of your plans by submitting the Confidential Legacy Intention Form.
Download the form from the Foundation’s website (cfoscc.org/societyofsaintjoseph) or ask your parish to print one.
What types of gifts qualify?
Legacy gifts take many forms. Below are some of the most common gifts that people choose.
o Bequests through wills or living trusts
o Naming as beneficiary of retirement plans
o Naming as beneficiary of insurance policies
o Naming as beneficiary of financial accounts
Please give us a call to discuss other types of gifts that might interest you.
Can I direct my legacy gift to
a specific fund?
As a donor, you can choose how you would like the beneficiary to receive your legacy gift by designating it either as endowed or nonendowed.
NON-ENDOWED GIFT - You may choose to allow those who will lead our Church in future years to decide how best to use your gift taking in consideration
the needs in their time. After your lifetime, one hundred percent of your gift will be transferred directly to the beneficiary.
ENDOWED GIFT - You may choose to direct
your gift to an endowment fund which permanently supports the parish, Catholic organization or area of ministry that is important to you. After your lifetime, one hundred
percent of your gift will be transferred to The Catholic Community Foundation of Santa Clara County who will prudently invest the principal of the fund and distribute between 3-5% of earnings annually to the beneficiary that you selected, in perpetuity.
Whether you choose to make a non-endowed
gift, an endowed gift or a combination of both, we can provide you with easy bequest language that your advisor can use when drafting your will or trust.