Making a Legacy Gift
A Guide for Members
A legacy gift is a meaningful way to support The Society of St. George while creating a lasting impact for future generations. Here’s what you should know about including St. George in your estate plans.
Common Types of Legacy Gifts
The simplest way to make a legacy gift is through a bequest in your will or living trust. You can designate either a specific dollar amount or a percentage of your estate. Other options include naming The Society of St. George, Philadelphia as a beneficiary of your:
- Life insurance policy
- Retirement account (such as IRA and 401k)
- Bank or investment accounts
- Charitable remainder trust
Steps to Consider
- Consult with your financial advisor and attorney to determine the best approach for your situation and ensure your wishes are properly documented.
- Notify St. George of your intentions. While not required, this allows us to thank you and ensure they can honor your wishes appropriately.
- Keep your beneficiary designations up to date, especially after major life changes like marriage, divorce, or the birth of children.
Ready to Leave Your Legacy?
Please provide the following information to your professional advisor to help ensure all details are correctly recorded.
The Society of St. George, Philadelphia
1221 Locust Street, Box 502, Philadelphia, PA 19107
267-521-1774
EIN: 23-1381454