Legacy Giving

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We are pleased to offer the following eBrochures that will provide additional information on methods of supporting us through a planned gift. The Estate Information Form provides a worksheet that will help your loved ones locate important papers and identify key advisor relationships.

Simply check the title(s) that you would like, fill out the form below, and your selections will be emailed to you within minutes. You may read them, save them, and/or print them.

1. Please email me the following eBrochure(s):

Legacy Giving Overview

Legacy Gifts - Summary of Goals and Benefits

St. Vincent Legacy Society

Appreciated Securities

Wills & Bequests

Gifts of Real Estate and Retirement Assets

Charitable IRA Rollover

Estate Information Form

Estate Planning Questionnaire Form

2. Please provide your contact information

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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.