Make a Planned Gift

A Legacy of Generosity

Planned giving can take many forms, but all of them enable a giver to leave a legacy of lasting contribution. Your planned gift can be an important means of contributing to the mission of the District Council of Madison, Inc., Society of St. Vincent de Paul on behalf of our community’s neighbors in need. Planning your giving appropriately may even allow you to help St. Vincent de Paul and those we assist while also passing on more of your assets to your family than would otherwise be possible.

Please see and click on the options below as you consider what forms of planned giving may best suit your intentions in making a lasting contribution. In all matters of planned giving, please be sure to consult your attorney, tax accountant or financial advisor.

For tax purposes, please note that our organization’s legal name is:

District Council of Madison, Inc., Society of St. Vincent de Paul
Our federal EIN is:  39-0824876
We are a 501(c)(3) nonprofit charitable organization.

Planned Giving Options (click each for detail)

Recurring Monthly Gifts Gifts of Insurance
Gifts using IRAs, DAFs, other retirement plan assets Gift Annuities
Gifts of Property Estate Planning
Gift Through Your Will Trusts
Gifts of Stocks, Bonds & Mutual Funds United Way

Gundega and Jim show their support!

“We’ll be gone, but a gift from us through our will allows St. Vincent de Paul’s love and work to continue on. Yes, we’ve provided for our family, but something more from us at the end to those who need it most in our community just feels right.” – Gundega and her husband, Jim

Making a Transfer Contribution to Us

Transfer instructions are as follows:

District Council of Madison, Inc., Society of St. Vincent de Paul
Agent Bank: UBS Financial
Account Number: HZ-06305-34
DTC Number: 0221
Contact: Michele Dahlk
Phone: (608) 831-8677
Please provide donor name, address, name of security, number of shares and fund name/purpose.

For more information, please contact our Director of Development, at (608) 442-7200, x34, or email

“After seeing the tremendous good that the Society has done for the poor in the community, I decided to make a monthly financial committment to the Society now and also am leaving a legacy gift for later.”
- Bernie Vering