Planned Giving

Planned Giving provides several tangible benefits to donors, depending on the specific plan:

  • Income tax deductions
  • Reduced or eliminated capital gains taxes
  • Lifetime incomes for yourself and your spouse
  • Reduced or eliminated estate taxes
  • Preserved financial assets
  • Reduced or eliminated gift taxes

 

The most common types of planned gifts are:

  • Outright Gifts
  • Life Income Gifts
  • Remainder Trusts
  • Real Estate
  • Lead Trusts
  • Life Insurance Gifts
  • Gifts Through Your Estate


These are some of the easiest ways to provide for your family, remember the Society and realize tax advantages. Planned gifts require the services of a professional to complete. You will need an attorney, accountant, bank trust officer, financial planner, insurance professional, or, at times, all of these. We strongly advise you to discuss any and all financial plans with a professional advisor.

 

If you would like more information on Planned Giving and including the Society in your estate plans, please call the St. Vincent de Paul office at (208) 331-8409.