St. Vincent Ferrer Parish - Planned Giving

 

Planned Giving

What is planned giving? Planned giving can mean any number of ways to give to Saint Vincent Ferrer, while at the same time supporting the future well-being of your family. For instance, planned giving includes leaving a gift in your will, including Saint Vincent as a beneficiary in your retirement plan, naming Saint Vincent as owner or beneficiary on a life insurance plan, …

 

Not only are these ways to give convenient and easy, but you may benefit as well.

  • Have the satisfaction of making a difference.
  • Avoid capital gains tax on gifts of appreciated property.
  • Reduce income tax through a deduction for a gift.
  • Eliminate federal estate tax on property donated to charity after death.
  • Retain life income for yourself and other beneficiaries.
  • Reduce costs and time in estate settlement.
  • Fulfill philanthropic goals.

 

For more information, contact Marc Greenberg, parish Business Manager, at marcg@isoc.net or 791-9030.

 

All donors are urged to seek the advice of a competent legal or tax professional as to the

consequences of their gift prior to entering into a Planned Gift Arrangement.