PLANNED GIVING

Creating a lasting and living legacy with St. Vincent de Paul allows you to put your beliefs into action. Your generosity enhances your spiritual journey, preserves your estate for future generations and ensures the future of an organization whose work is important to you.

We are available to help you develop your planned giving goals. We hope you’ll find our online information helpful as you discover the charitable gift that’s right for you.

Frequently Asked Questions

How do I include the St. Vincent de Paul in my will?

One of the simplest planned gifts is a bequest through your will, in which you designate either a specific dollar amount or a percentage of your estate to go to St. Vincent de Paul. In addition to supporting our organization, it serves as an example to your heirs of the values and ideals you hold dear.

A bequest can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.

What is a gift annuity and how does it result in lifetime income?

A charitable gift annuity is the transfer of assets to a 501© (3) organization in exchange for a guaranteed fixed income for life. When transferring your cash, securities or property to St. Vincent de Paul, we will pay you a fixed dollar amount during your lifetime or the lifetime of a designated loved one. The amount you receive is determined by the size of your gift, your age and the age or your beneficiary.

Your fixed income can be quite high, depending on your age. And it is guaranteed, regardless of market fluctuation. In addition, a portion of your income may even be tax free.

Whether you select a current gift annuity or decide to defer payments until a future time that is in line with your retirement plans, you receive a current income tax charitable deduction and the satisfaction that you are furthering our mission to help people living in poverty.

Your income is guaranteed, regardless of market fluctuation. A major portion of your income is tax-exempt return of principle, and the income may be deferred until a later time as part of your retirement plan.

How can I make a donation in memory of a loved one?

You can donate online at any time at stvincentdayton.org/memorial-donations, request memorial donation envelopes from your funeral home director, or call (937) 222-7349 ext. 419.

Who can I contact with my questions?

We will address any other questions you may have. Please send us an email or give us a call and we will get the answers you need at rdelong@stvincentdayton.org or (937)222-7349 ext. 416.