Legacy Giving

Resources and Information for Advisors

St. Vincent de Paul Parish’s Development Office is happy to provide you, your attorney or professional advisors with detailed information regarding your gift planning. We welcome the opportunity to assist you with developing your personal and philanthropic goals. We also encourage you to consult with your professional advisors when you are considering a planned gift to St. Vincent de Paul Parish. Please contact us—we’re here to help!

For Your Reference
Our full legal name is St. Vincent de Paul Parish.
Our federal tax ID number is 94-1156762.

Separate Information For The Schools
For those who may want to designate one of the schools, their information is:
St. Vincent de Paul Elementary School (legal name) Tax ID is 94-1705378
St. Vincent de Paul High School (legal name) Tax ID is 94-2284011

Sample Bequest Language To Review With Your Attorney (See bequest information for further options) Using The Parish For Example
“I, [name], of [city, state, zip], give, devise, and bequeath [written amount or percentage of estate] to St. Vincent de Paul Parish (tax ID # 94-1156762), located at 35 Liberty Street, Petaluma, CA 94952, for its unrestricted use and purpose.”

Wire Transfers and Gifts of Securities
For specific instructions on wiring funds directly to St. Vincent de Paul Parish for the Parish or for the schools, or to make a gift of stock by transferring securities, call the Development Office at (707) 762-4278 ext. 21 or email Joanne Ferris, Planned Giving Consultant.

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For more information or a confidential discussion of your charitable options, please email or call the Planned Giving Consultant, Joanne Ferris, at (707) 762-4278 ext. 21.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice, either in whole or in part. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for St. Vincent de Paul Parish and Ministries by Future Focus. Please report any problems to section webmaster.