You live your life’s journey with faith and values.
Through St. Vincent de Paul Appleton, you can continue supporting neighbors in need by designating SVdP in your will or trust.
Will you prayerfully consider including St. Vincent de Paul Society of Appleton as you plan your legacy of giving?
Leave a LEGACY OF GIVING
““Charity is the cement which binds communities to God and persons to one another.”
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Leave your LEGACY OF GIVING:
Reflect how you want your assets distributed after your death,
without reducing your income, nor diminishing your savings,
while supporting the charities closest to your heart during - and even beyond - your lifetime,
And Potentially receive estate tax savings, a charitable income tax deduction, avoid capital-gains tax payments, or lessen the burden of taxes on your family.
Consult your attorney, tax accountant, or financial adviser to discuss the option(s) that make the most sense for your circumstances.
Plan your LEGACY OF GIVING:
RETIREMENT PLANS: Name SVdP Appleton as a beneficiary of your IRA or individual retirement annuity, 401(k), 403(b), Keogh, profit-sharing pension plan, or a Life Insurance Policy.
REQUIRED MINIMUM DISTRIBUTION (RMD): Gift each year from your tax-deferred retirement accounts.
GIFTS FROM ASSET ACCOUNTS: Checking or Savings Account, Certificate of Deposit, or Commercial Annuity, Stocks, Bonds, or Mutual Funds
ESTATE PLANS: Gift a specific dollar amount, a percentage, or a gift from the balance or residue of your estate.
Decide what percentage you want SVdP Appleton to receive.
Request a Change-of-Beneficiary from your retirement plan administrator, insurance company, bank, or financial institution and name us on the beneficiary form. Include the following:
a. Legal Title: St Vincent de Paul Society of Appleton, Inc.
b. Tax ID#: 39-1032282
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!