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Other Ways to Give

Estate plan gifts

Our full legal name is District Council of Madison, Inc., Society of St. Vincent de Paul, and Federal EIN: 39-0824876. Our mailing address is Society of St. Vincent de Paul — Madison, PO Box 259686, Madison, WI 53725.

You can make a gift that will continue to help our neighbors in need into the future. Include a bequest in your will or trust. Please note, we are a 501(c)(3) nonprofit charitable organization and gifts are deductible to the fullest extent of the law.

What are the benefits of making a bequest?

  • Leave a lasting legacy to be remembered.
  • Lessen the burden of taxes on your family.
  • Potentially receive estate tax savings.

What are my options?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends, or St. Vincent de Paul — Madison as part of your estate plan. A bequest can be made in several ways:

  • Gift a specific dollar amount or asset.
  • Gift a percentage of your estate.
  • Gift from the balance or residue of your estate.
  • Make a beneficiary designation of an insurance policy or retirement assets.

How do I get started?

I have a will.

Have you included District Council of Madison, Inc., Society of St. Vincent de Paul in your will or trust?

  • If yes, please fill out this form to let us know.
  • If no, please contact Eric Fleming, Director of Development, to discuss your philanthropic wishes and ultimate legacy. Reach Eric at (608) 442-7200 x34 or efleming@svdpmadison.org.
I do not have a will.

Start your will here using FreeWill. We have partnered with FreeWill, a free online resource that guides you through the process of completing a legally valid will and makes it simple to include the necessary language to create a bequest in your plans. This tool is free to you whether or not you chose to include a gift to the District Council of Madison, Inc., Society of St. Vincent de Paul. Using FreeWill, you can create a valid legal will on your own or prepare your wishes before finalizing your plans with an attorney.

Make my will

Our full legal name is District Council of Madison, Inc., Society of St. Vincent de Paul, and Federal EIN: 39-0824876. Our mailing address is Society of St. Vincent de Paul — Madison, PO Box 259686, Madison, WI 53725.

Planned giving can take many forms, but all of them enable a giver to leave a legacy of generosity and lasting contribution. To help you create a legacy, we’ve partnered with FreeWill to offer our community an online tool that makes the process of creating a legally valid will or trust simple. It’s easy to use, accessible online and can be completed in 20 minutes. Start your will here using FreeWill.

“I decided to use FreeWill because it was offered and it was free. I wanted to get organized and all of the necessary forms were there online.”

FreeWill logo with blue bird feather.

 

 

 

Read why one St. Vincent de Paul — Madison volunteer used FreeWill

How do I get started?

I have a will.

Have you included the District Council of Madison, Inc., Society of St. Vincent de Paul in your will or trust?

  • If yes, please fill out this form to let us know.
  • If no, please contact Eric Fleming, Director of Development, to discuss your philanthropic wishes and ultimate legacy. Reach Eric at (608) 442-7200 x34 or efleming@svdpmadison.org.
I do not have a will.

Start your will here using FreeWill. FreeWill is free to you whether or not you chose to include a gift to the District Council of Madison, Inc., Society of St. Vincent de Paul. Using FreeWill, you can create a valid legal will on your own or prepare your wishes before finalizing your plans with an attorney.

Stocks, bonds or mutual fund shares

Our full legal name is District Council of Madison, Inc., Society of St. Vincent de Paul, and Federal EIN: 39-0824876. Our mailing address is Society of St. Vincent de Paul — Madison, PO Box 259686, Madison, WI 53725.

A gift of appreciated securities like stocks, bonds and mutual funds supports our mission of helping Dane County neighbors in need. Please note, we are a 501(c)(3) nonprofit charitable organization and gifts are deductible to the fullest extent of the law.

What are the benefits of giving through investments?

  • Avoid capital-gains tax payments.
  • Receive a charitable income tax deduction.
  • Enjoy a possible increased income.

How to make a transfer contribution to St. Vincent de Paul — Madison:

All stock gifts are managed through UBS. Contact Michele Dahlk at michele.dahlk@ubs.com or (608) 831-8677. Please provide:

  • Donor name
  • Address
  • Name of security
  • Number of shares
  • Fund name/purpose.
  • Our legal name: District Council of Madison, Inc., Society of St. Vincent de Paul.
  • Our Agent Bank: UBS Financial
  • Our Account Number: HZ-06305-MP
  • Our DTC Number: 0221

How do I get started?

Consult your attorney, tax accountant, financial adviser or brokerage firm to discuss the option(s) that make the most sense for your circumstances.

Contact Eric Fleming, Director of Development, to discuss your philanthropic wishes and ultimate legacy. Reach Eric at (608) 442-7200 x34 or efleming@svdpmadison.org.

Beneficiary designation

Our full legal name is District Council of Madison, Inc., Society of St. Vincent de Paul, and Federal EIN: 39-0824876. Our mailing address is Society of St. Vincent de Paul — Madison, PO Box 259686, Madison, WI 53725.

Do you plan to use retirement assets in charitable donations to St. Vincent de Paul — Madison? It’s quite common and advantageous to name a charity as a beneficiary of your retirement account(s). Please note, we are a 501(c)(3) nonprofit charitable organization and gifts are deductible to the fullest extent of the law.

What are the benefits of retirement giving?

  • Take advantage of income and estate tax savings.
  • Create a legacy for you and your family.
  • Especially during tumultuous economic times, help to secure St. Vincent de Paul — Madison as a vital community resource.

What are my options?

  • Provide a gift through your IRA or individual retirement annuity.
  • Make a Required Minimum Distribution (RMD) each year from your tax-deferred retirement accounts.
  • Give a gift through a Life Insurance Policy.
  • Make a gift of your personal residence or other real estates.

How do I get started?

Consult your IRA trustee or custodian, attorney, tax accountant, financial adviser and/or brokerage firm to discuss the option(s) that make the most sense for your circumstances.

Contact Eric Fleming, Director of Development, to discuss your philanthropic wishes and ultimate legacy. Reach Eric at (608) 442-7200 x34 or efleming@svdpmadison.org.