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Ignatian Heritage Society

 

With gratitude we invite you to become a member of the New England Province Ignatian Heritage Society, and join others who want to both 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:

Bequests

Have your adviser review the following language:  “I bequeath (a percentage of your estate or a specific amount) to the Society of Jesus of New England.”

Retirement Plan

Gifting the Society of Jesus of New England an IRA, 401 (k), 403 (b) or pension plan may reduce your income and estate taxes.

Insurance

We can show you how to designate the Society of Jesus of New England (Jesuits) 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.

Charitable Gift Annuities

Annuities provide you with guaranteed fixed-income for life and a legacy gift in your name to support the Jesuits.

For personal assistance or to arrange a private consultation, click on contact us or send an e-mail to PlannedGiving@sjnen.org.

Click here to download our wills planning guide.

With you always

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