Legacy Giving

RECENT NEWS! Congress has passed a new law extending the IRA charitable rollover. Learn about the new legislation.

Planning a Gift to St. Vincent de Paul Parish/Schools

Overall Entity Legal Name:
St. Vincent de Paul Parish
Tax ID Number:
94-1156762
Separate School Information
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

 

 

This section offers ideas that will enable you to be a partner in our mission to be a Eucharist centered people who, as the Body of Christ, live our faith in word and deed by sharing our time, talent, and treasure to support one another and serve those in need. Legacy giving provides the resources necessary to sustain excellence and preserve the future of St. Vincent de Paul Parish.

There are as many different ways to support St. Vincent de Paul Parish or the schools individually as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider our quick guide to legacy gifts (Legacy Giving Options) and Factors in Planning.

The stories that follow share some of the different ways people can become partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - have found ways to support the needs of others and causes that are important to them - the way St. Vincent de Paul Parish is important to you. In turn, they have enriched their own hearts as well. Just click on the links below.


Types of Gifts

 

Assets to Consider

Bequests in Wills and Trusts

 

Retirement Assets

Charitable Remainder Trusts

 

Appreciated Stock

Retained Life Estate

 

Real Estate

Charitable Lead Trusts

 

Life Insurance

Bargain Sales

 

Tangible Personal Property

If you have already included St. Vincent de Paul Parish in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. Some of the gift arrangements are revocable and others cannot be changed once established. Some work better with cash and others with appreciated assets. There are many variations, enough so that a giving plan can be tailored to your needs, desires and capabilities. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

link to News and Information pageView our News and Information page. You can also join our e-mail news and information list and receive quarterly e-mails of news relating to legacy giving and of general interest. Just enter your e-mail address and name here and click go. Your e-mail will not be shared (see privacy).


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You can find additional information with our frequently asked questions, glossary, and the site map.

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.