Planned Giving

/Planned Giving
Planned Giving 2020-09-25T08:44:53-05:00

planned-givingLeaving a Legacy through Planned Giving

One of the most powerful ways you can show your support for the Society of St. Vincent de Paul is to establish a planned gift as part of your estate planning.

What is Planned Giving?
Planned giving is a type of charitable giving that allows you to express your personal values by integrating your charitable, family and financial goals. Gifts are usually designated as part of an individual’s or family’s estate plan. There are many options for planned gifts, and we can offer more information to assist you in identifying the appropriate option for you.

Benefits to the Donors?

  • The satisfaction of making a significant gift to SVdP during your lifetime.
  • The advantage of avoiding or deferring capital gains taxes on gifts of appreciated securities or real property.
  • Income tax deductions the year the gift is made, with carryover for five years, depending upon the donor’s situation.
  • The potential for increased income during the donor’s and/or beneficiary’s lifetime.
  • Professional investment management of the capital for the benefit of SVdP.
  • Assets irrevocably given to SVdP are not subject to estate tax.

Establishing a planned gift can be easy, and there are many options available to you.  If you are interested in this form of giving or if you have already made a provision in your estate planning for the Society of St. Vincent de Paul – Evansville Council, please contact Joe Cook (812.549.2789) to discuss this further.