Do you have questions about your gift planning?

Call Michael at (513) 257-6266 or email at michael@stvincentdayton.org

Beneficiary Designations

In addition to using your will, you can make St. Vincent a partial or full beneficiary for your IRA, other retirement plan, life insurance policy, commercial annuity, or even your bank account.

Here are three simple steps to name St. Vincent de Paul as your beneficiary:

1. Contact your retirement plan administrator, insurance company, or bank/financial institution for a change-of-beneficiary form.
2. Decide what percentage (1-100%) you would like St. Vincent de Paul to receive, and name us, along with your chosen percentage, on the form. Keep in mind that contingent beneficiaries will only receive if all primary beneficiaries are deceased at the time of your death.
3. Return the completed form to your plan administrator, insurance company, or bank/financial institution.

This is the information you may need to complete a beneficiary designation form:

Legal Name: St. Vincent de Paul Society District Council of Dayton, Ohio, Inc.

Tax ID:  31-1011485

Principal offices: 124 W. Apple St., Dayton, OH 45402.

St. Vincent de Paul Society has embraced the Dayton community in a network of charity for over 75 years. Our ministries and services are constantly adapting to the changing needs of our community, but one thing that never changes is our dedication to love and service. Thank you for joining us on the front line and being part of our story of love for our brothers and sisters.