Decide How You Want to Leave a Legacy
When it comes to leaving a legacy gift or making a planned gift to Saint Vincent’s Services, you have the ability to customize your philanthropic plans in a way that aligns with your values and wishes. Unlike one-time donations, legacy, and planned gifts allow you to thoughtfully structure your giving to make a lasting impact.
The options for legacy and planned gifts are extensive. From bequests in your will or trust to beneficiary designations on retirement accounts or life insurance policies, you can choose the gift type that works best for your circumstances. You also have the flexibility to designate your gift to support a specific program or fund according to your passions and interests. We understand that legacy and planned gift decisions are deeply personal. With creative gift planning, you can leave a legacy that furthers our shared mission in a manner that benefits you and your family as well.
Gifts from Your Will
Include a bequest to Saint Vincent’s Services in your will. You can make your gift unrestricted or direct it to a specific purpose. You may even indicate a specific amount or percentage of the balance remaining in your estate. Ask your executor how to add Saint Vincent’s Services to your will.
Gifts from Life Insurance
Saint Vincent’s Services can be one of your beneficiaries of your life insurance policy. Making a gift of life insurance allows you to transfer ownership of a life insurance policy to us. Ask your individual insurance provider how to add Saint Vincent’s Services to your list of beneficiaries.
Gifts of Appreciated Assets
Donating appreciated assets like stocks, bonds, or mutual funds to Saint Vincent’s Services can be a wise choice for philanthropists looking to make the most of their charitable giving. When you contribute these types of assets directly to a nonprofit instead of selling them first, you get a tax deduction for the full fair market value. Contact your financial institution to learn more about transferring gifts.
Contact: Please contact Katie Rose, Director of Donor Relations and Fundraising, at 508-235-3228 or Development@stvservices.org for more ways to leave a planned gift or legacy.
