Planned Giving

"People have made at least a start at understanding the meaning of life when they plant trees under which they know they will never sit." 
– Adapted by David Elton Trueblood

Your Faith, Your Family, Your Legacy
Members of our Legacy Society have planted such trees and have expressed their commitment to St. Vincent’s by extending their legacy of faith beyond their lifetime and including the seminary in their estate planning.  When resources aren’t readily available, but the inspiration to give is, a legacy gift is the perfect means to achieve personal, philanthropic objectives.
 

Bequests

A bequest is one of the easiest gifts to make. With the help of an advisor, you simply include language in your will or trust specifying a gift to be made to family and/or The Regional Seminary of St. Vincent de Paul in FL, Inc., as part of your estate plan.

A bequest may be made in several ways:

  •  Gift of percentage of your estate
  •  Gift of specific dollar amount or asset
  •  Gift from the balance or residue of your estate

You can Benefit from a Bequest 

  • Receive estate tax charitable deduction
  • Lessen the burden of taxes on your family
  • Leave a lasting legacy

Making a Bequest of Assets

Identifying the best asset when making a
charitable bequest:

Gifts of Stocks & Bonds
A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. 
By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.

Gifts of Real Estate
A gift of your real property (such as your home, vacation property, vacant land, farmland or rand or commercial property) can make a great gift.  If you own appreciated real property, you can avoid paying capital gains tax by making a gift to us.

Gifts of Retirement Assets
A gift of your retirement assets, such as a gift from your IRA, 401K, 403b, pension  or other tax deferred plan, is an excellent way to make a tax free gift for which your estate  receives a tax charitable deduction.

Gifts of Insurance
A gift of your life insurance policy is an excellent way to make a gift to us.  If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making St.Vincent’s a beneficiary of your policy.

If you would like to get more information about our giving societies or current planned giving opportunities, our Development Department will be happy to assist you.

Contact Daniella Coy 
dcoy@svdp.edu or 561-732-4424