Leave a Legacy
A gift in your will or through a beneficiary designation is one of the most meaningful ways to care for your community—long into the future.
What Your Gift Makes Possible
- Safe, affordable housing for families in need
- Nutritious food for families and individuals
- Street outreach for those experiencing homelessness
- Long-term solutions that help break the cycle of poverty
When you include The Care Service in your plans, you help ensure that families and individuals in our community have a place to turn—for housing, food, and a path toward new beginnings.
The Practical Benefits of a Legacy Gift
- Giving retirement assets (like an IRA) through your estate can reduce the tax burden on your loved ones.
- Your estate may qualify for a charitable deduction, depending on your situation.
- Plans are easy to update if your life circumstances change.
- You create a lasting legacy that reflects your values.
A legacy gift lets you continue to use your assets throughout your lifetime while leaving something meaningful behind. It’s flexible, personal, and often easier to set up than you might think.
Two Simple Ways to Start
You don’t need a complicated plan to leave a meaningful gift. Most legacy gifts fall into one of two categories—both are straightforward to set up.
Work with your attorney to include a gift to The Care Service in your will or trust. Simply share our legal name, address, and tax ID number with your attorney.
Sts. Joachim & Ann Care Service
4116 McClay Road, St. Charles, MO 63304
Federal ID Number: 35-2203101
– Name The Care Service as a full or partial beneficiary of your retirement account (IRA, 401(k), 403(b), etc.)
– Direct the funds remaining in your Donor-Advised Fund (DAF) at the end of your life be distributed to The Care Service
– List The Care Service as a beneficiary of your life insurance policy
– Use a Payable on Death (POD) or Transfer on Death (TOD) form for your bank or investment accounts
No will update needed. Simply ask your retirement plan administrator, DAF, or financial institution for a beneficiary designation form.
Types of Bequests in a Will or Trust
Specific Gift
Leave a specific amount or item such as real estate, a vehicle, or a set dollar amount to The Care Service
Percentage Gift
Designate a percentage of your estate to benefit our work (such as 10% to The Care Service).
Residual Gift
After taking care of loved ones and specific gifts, you can leave all or a portion of what remains to The Care Service.
Our Promises
The Care Service is committed to maintaining the highest standards of ethics and continuing to be worthy of your legacy support.
- We will respect your privacy.
- We will hold your gift intentions in strict confidence.
- We will respect your right to change your plans.
- We promise to use your gift the way you intend.
Let’s Start the Conversation
We know legacy giving is a personal decision, and we’re here to help. We’re happy to answer your questions and work with you and your advisors to create a plan that reflects your values.
And if you’ve already included The Care Service in your plans, please let us know—we would be honored to thank you and your family for your generosity.
Donna Tobin, Director of Development
Phone: (636) 441-1302 Ext. 6681
Email: dtobin@jacares.org
*The information on this page is provided for general guidance only and does not constitute legal, tax, or financial advice. We encourage you to consult with your attorney, financial advisor, or tax professional before making any estate planning decisions. Every situation is unique, and a qualified advisor can help ensure your plans reflect your personal wishes and circumstances.