Saint Mary's Home of Erie, PA

Bequest Program

For the Future of Saint Mary's Home of Erie

Bequests may be made for any amount.
Every bequest, no matter the size, is important.

What is a Charitable Bequest?

When you designate Saint Mary’s as a beneficiary of your will or living trust, retirement plan, life insurance policy, or charitable trust, you are making a bequest. Any person who has a will, regardless of age or size of estate, or the amount of their gift, can make a charitable bequest.

Bequests are invaluable gifts that may be designated for a specific purpose, such as the Benevolent Care Program or the Gallagher Center. They also may be left unrestricted to allow Saint Mary’s to direct the funds—when received—where the need is greatest. Bequests may be adjusted at any time to reflect a donor’s changed life situation. They also may benefit a donor’s family by reducing estate taxes.

Why Bequests Are Important

Your bequest ensures that Saint Mary’s commitment to fostering an atmosphere of community and our faith-based approach of ‘loving to care’ endures for generations to come.

How Do I Make a Bequest to Saint Mary’s?

  1. If you are writing your will or living trust, you will need to include specific language that correctly identifies your support of Saint Mary’s.
  2. If you already have a will, you can add a codicil to your existing estate plan.
  3. If you already have a living trust, you can simply modify the language, directing your trustee to make the desired distributions.

Estate Giving Benefactors

The Estate Giving Benefactors is a group of loyal Saint Mary’s community members who have indicated to us their intention to include Saint Mary’s in their estate plans. We gratefully acknowledge the essential role they play in securing the future of Saint Mary’s.

Become a member now and join others who have invested in the future of Saint Mary’s Home of Erie. Regardless of its size, your gift will have lasting impact on the seniors in our care.

Let Us Know Your Plans

We realize that, as you consider a planned gift to Saint Mary's, you must balance your family's needs, your personal lifestyle, and your financial resources with your desire to contribute to the needs of our seniors today and in the future.

Donors who share their plans with Saint Mary’s ensure that their intentions are understood and allow us to thank them appropriately. Those who prefer to keep their estate gifts anonymous can be certain that we will honor their request.

If you have already included Saint Mary's in your bequest plans, we hope that you will let us know by filling out the Bequest Notification Form. We would love to personally thank you and welcome you as a new member!