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