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Estate plan gifts, investments, retirement planning

Other Ways to Give

Estate plan gifts

Legal name: District Council of Madison, Inc., Society of St. Vincent de Paul, Federal EIN: 39-0824876, Mailing address is Society of St. Vincent de Paul — Madison, PO Box 259686, Madison, WI 53725.

Philanthropic giving through an estate plan or will allows you and your family to continue helping our neighbors in need for years to come. In your estate plan or will you may direct a portion of your estate to a beneficiary, like the Society of St. Vincent de Paul — Madison. As with any important life decision, proper counsel is recommended and we encourage you to seek the advice of a financial and legal advisor. We are a 501(c)(3) nonprofit charitable organization and gifts are deductible to the fullest extent of the law.

Sample Bequest Language Estate Gift Confirmation Form

What is estate planning?

Estate planning is simply the process of clearly communicating how you want your assets to be handled after you pass or are incapacitated. It outlines who you want making financial and health care decisions if you can’t make them for yourself. It includes your will, durable power of attorney, health care power of attorney, and beneficiary and guardianship designations.

Who should have an estate plan?

Every adult – no matter their current wealth status – should have an estate plan. Having a plan for your cash, cars, clothes, jewelry, houses, investments, insurance policies, investments, savings, retirement accounts, or land will minimize debt and simplify the process of distributing your assets once you have passed.

What are the benefits of making a bequest?

  • Leave a lasting personal legacy.
  • Lessen the burden of taxes on your family.
  • Potentially receive estate tax savings.
  • Help you accomplish your charitable goals.

What are my options?

  • 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.

Click here for sample bequest language or click here to confirm your estate gift.

Contact Eric Fleming, Director of Development, at (608) 442-7200 x34 or efleming@svdpmadison.org for help.

Leave a Legacy

Stocks, bonds or mutual fund shares

Legal name: District Council of Madison, Inc., Society of St. Vincent de Paul, Federal EIN: 39-0824876, 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

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

Legal name: District Council of Madison, Inc., Society of St. Vincent de Paul, Federal EIN: 39-0824876, 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.

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.