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A donor-advised fund (DAF) is like a charitable investment account for the sole purpose of supporting charitable organizations you care about (Fidelity Charitable). A DAF allows donors to take a tax deduction upfront for their contribution while having the flexibility to recommend grants to their preferred charities over time. They can also facilitate multi-generational giving and establish a family philanthropic legacy.
A grant from your donor-advised fund can help today, tomorrow, and future families in need all throughout Dane County. You can make a gift of transformational impact with your DAF.
Consult your financial advisor or tax professional for personalized guidance on your specific circumstances. When you give through a DAF, your name may not appear when we receive your grant. Please notify us of your gift so we can properly thank you!
Questions? Contact Eric Fleming, Director of Development, at (608) 442-7200 x34 or efleming@svdpmadison.org for help.
Legal Name: District Council of Madison, Inc., Society of St. Vincent de Paul
Federal EIN: 39-0824876
Mailing Address: 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
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.
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.
Click here for sample bequest language or click here to confirm your estate gift.
Questions? Contact Eric Fleming, Director of Development, at (608) 442-7200 x34 or efleming@svdpmadison.org for help.
Legal Name: District Council of Madison, Inc., Society of St. Vincent de Paul
Federal EIN: 39-0824876
Mailing Address: 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.
Option #1
Stock donations are managed through The Palm Financial Group / Baird.
Option #2
You can donate stock within minutes via DonateStock: https://donatestock.com/district-council-of-madison-inc-society-of-st-vincent-de-paul
Questions? Contact Eric Fleming, Director of Development, at (608) 442-7200 x34 or efleming@svdpmadison.org for help.
Legal Name: District Council of Madison, Inc., Society of St. Vincent de Paul
Federal EIN: 39-0824876
Mailing Address: 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.
Questions? Contact Eric Fleming, Director of Development, at (608) 442-7200 x34 or efleming@svdpmadison.org for help.
Legal Name: District Council of Madison, Inc., Society of St. Vincent de Paul
Federal EIN: 39-0824876
Mailing Address: Society of St. Vincent de Paul — Madison, PO Box 259686, Madison, WI 53725.