LEAVE YOUR LEGACY WITH PLANNED GIVING

By Naming the Society as a Beneficiary

You can leave your Legacy of Faith by naming the Society as beneficiary of one of these assets:

  • Retirement Plans such as an IRA, 401(k), 403(b), Keogh or profit-sharing pension plan

  • Life Insurance Policy

  • Checking or Savings Account

  • Certificate of Deposit

  • Commercial Annuity

  • Mutual Fund or Financial Account

    Here is the simple three-step process to name the Society as beneficiary, either as Payable on Death (POD) or Transfer on Death (TOD):

  1. Contact your retirement plan administrator, insurance company, bank, or financial institution and request a change-of-beneficiary form.

  2. Decide what percentage (e.g. 25%, 50%, 100%) you would like St. Vincent de Paul Green Bay to receive and name us on the beneficiary form. Include this information:
    Legal Title: St. Vincent de Paul Society District Council of Green Bay Inc.
    Tax ID#: 39-1035429

  3. Return the completed form to your plan administrator, insurance company, bank, or financial institution and let us know of your intentions so we can properly thank you.

 

By Naming the Society in Your Will or Trust

Your Will or Trust should reflect how you want your assets distributed after your death. Without this, your state of residence will implement formulas to distribute your assets. Charities will be left out, loved ones may be deeply hurt, and your final wishes will not be implemented. As you plan or update your Will or Trust, please prayerfully consider including the Society as a beneficiary to continue your Legacy of Faith and ensure your Will or Trust reflects your faith and values.

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LANGUAGE FOR YOUR ADVISOR

Legal Title: St. Vincent de Paul Society District Council of Green Bay Inc.
Tax ID#: 39-1035429

SPECIFIC GIFT LANGUAGE

I give and devise to the Society of St. Vincent de Paul USA the sum of $______
(or asset).

 

RESIDUAL GIFT LANGUAGE

I give and devise to the St. Vincent de Paul Society District Council of Green Bay Inc. all (or ______ percent) of the rest, residue, and remainder of my estate, both real and personal.

 

CONTINGENT GIFT LANGUAGE

If (insert name) is not living at the time of my demise, I give and devise to the Society of St. Vincent de Paul Society District Council of Green Bay Inc. the sum of $______.

 

INTERESTED IN LEAVING YOUR LEGACY? CONTACT US.

 

Remember the Society of St. Vincent de Paul in your will or trust, or consider another legacy gift option. With a planned gift, you may be able to save more on taxes, increase your retirement income, or provide more cost-effective support for your loved ones, all while making your personal stamp on our vital mission!

These various ways of giving allow you to make a larger gift than might otherwise be possible to help shape the future of St. Vincent de Paul of Green Bay and to leave a lasting legacy for generations to come.

For more information on Planned Giving, please contact our Executive Director, Bill Gosse at 920-435-4040 X 105 or fill out the form.