Planned Giving

planned-giving-photo

Gift Illustrator

Simple Gifts Anyone Can Make

Gifts of Cash

Your Gift

  • Your Will or Trust
  • A Beneficiary Designation

Your Goal

  • Defer a gift until after your lifetime.

How You Make the Gift

  • Add a few simple sentences in your will or trust designating the Society of St.Vincent de Paul, Council of Los Angeles, as beneficiary.
  • Designate a percentage for the Society of St.Vincent de Paul, Council of Los Angeles on your retirement plan, health savings plan or life insurance policy.

Your Benefits

  • Maintain your current lifestyle while making a meaningful gift to support the Society of St.Vincent de Paul, Council of Los Angeles.
  • Your gifts will be exempt from future federal estate taxes.
  • You eliminate double taxation on your retirement assets.

Gifts of Assets

  • Your Gift
    • Stock or Other Securities
    • Real Estate
    • Personal Property
  • Your Goal
    • Make a gift now or in the future that provides tax benefits.
    • Make a larger gift with little or no effect on cash flow.
  • How You Make the Gift
    • Give stock or securities that have increased in value directly to the Society of St.Vincent de Paul, Council of Los Angeles.
    • Donate real estate.
    • Donate tangible personal property specifically used for our tax-exempt function.
  • Your Benefits
    • Receive immediate income tax benefits.
    • Reduce or eliminate capital gains taxes.
    • Transfer the expense of insuring or maintaining assets you no longer need.

Gifts That Pay You Income

  • Your Gift
    • Stock or Other Securities
    • Real Estate
    • Personal Property
  • Your Goal
    • Make a gift now or in the future that provides tax benefits.
    • Make a larger gift with little or no effect on cash flow.
  • How You Make the Gift
    • Give stock or securities that have increased in value directly to the Society of St.Vincent de Paul, Council of Los Angeles.
    • Donate real estate.
    • Donate tangible personal property specifically used for our tax-exempt function.
  • Your Benefits
    • Receive immediate income tax benefits.
    • Reduce or eliminate capital gains taxes.
    • Transfer the expense of insuring or maintaining assets you no longer need.

Gifts That Pay You Income

  • Your Gift
    • Charitable Gift Annuity*
  • Your Goal
    • Supplement your retirement income with steady payments.
    • Receive payments that are partially income tax-free.
  • How You Make the Gift
    • Make a donation of cash or securities to benefit the Society of St.Vincent de Paul, Council of Los Angeles, through a simple contract and receive fixed payments for life.
  • Your Benefits
    • Current and future savings on income taxes.
    • Majority of the income is tax-free.

*Not available in all states or from all organizations.

Gifts That Pay Income and Protect Assets

  • Your Gift
    • Charitable Remainder Trust
    • Charitable Lead Trust
  • Your Goal
    • Supplement your own retirement income or provide a revenue stream to the Society of St.Vincent de Paul, Council of Los Angeles, for a set number of years.
  • How You Make the Gift
    • A charitable remainder trust pays you income now, then the balance goes to the Society of St.Vincent de Paul, Council of Los Angeles.
    • A charitable lead trust pays income to the Society of St.Vincent de Paul, Council of Los Angeles for a set number of years, then the balance passes to your heirs.
  • Your Benefits
    • You receive retirement income now, or the Society of St.Vincent de Paul, Council of Los Angeles gets to receive a supplemental revenue stream.
    • You get an immediate income tax deduction with a charitable remainder trust.
    • You reduce your taxable estate and often reduce gift taxes with the charitable lead trust.