Legacy Giving

A Lasting Gift of Hope

A planned gift to St. Vincent de Paul Northeast Ohio ensures neighbors in need continue to receive help and hope for years to come. No matter your connection to SVdP, you can create a lasting impact in the areas that matter most to you.

Leaving a legacy can be simple. Many choose to name SVdP as a beneficiary of a financial account or include a bequest in their will or trust, creating lasting change for future generations.

Explore the options below to learn how you can create a legacy that reflects your values and extends hope for years to come.

Ways to Leave a Gift

Designate SVdP as a beneficiary of a financial account

A Simple Way to Make a Lasting Gift

You can work with your retirement plan administrator, insurance provider, attorney, bank, or financial institution to name SVdP as a beneficiary of your retirement plan, bank accounts, IRAs, life insurance policies, charitable trusts, or charitable gift annuities.

This option is often one of the easiest ways to make a meaningful future gift while maintaining full control of your assets during your lifetime.

Bequests: Include SVdP in your will or trust

Leave a Gift That Reflects Your Values

A gift to the Society of St. Vincent de Paul through your will or revocable living trust allows you to support our mission and care for neighbors for generations to come. A bequest is simple to arrange, does not impact your current financial situation, and can be updated as your needs change.
Common ways to include SVdP in your plans include:

A percentage of your estate
A specific dollar amount
The remainder of your estate after other provisions are met

We encourage you to discuss these options with your legal and financial advisors.

Maximize Your Impact with Tax-Smart Giving

Give in Ways That Benefit You and Your Community

Tax smart giving offers thoughtful ways to support SVdP while making the most of the assets you have worked hard to build. Options such as gifts of appreciated stocks or securities, Qualified Charitable Distributions from your IRA, and contributions through donor advised or charitable gift funds can help reduce your tax burden while increasing the reach of your generosity.

It is a meaningful way to care for your neighbors while also stewarding your resources well, extending compassion and hope to those who need it most.

If you are considering this type of giving, we are here to help. We are happy to work alongside you and your financial advisor to explore options that align with your goals and ensure your gift reflects what matters most to you.

Taking the First Step

Before finalizing your estate plans, consider speaking with an attorney or estate planning professional. A little preparation can go a long way in making sure your wishes are clear and your time together is well spent.

To help you get started, here are a few simple tips from our estate planning partners to help you prepare for your conversation:

Estate Planning Prep List

Define Your Charitable Goals Think about the causes and organizations you want to support and the impact you hope your gift will make.

Clarify Your Wishes Decide how you would like your gift to be used. You may choose to support a specific program or allow your gift to be directed where it is needed most. You can also consider how you would like your generosity to be recognized.

Gather Key Information Bring the details for each organization you plan to include so your advisor can accurately document your intentions.

Legal Name: Society of St. Vincent de Paul
Northeast Ohio District Council, Inc.
Federal Tax ID: 85-3252245
Address: 2431 Niles Rd. SE, Warren, OH 44484

If you have questions or would like to talk through your charitable giving goals, our team is always here for you. While we are not attorneys, we are happy to connect you to your local or state bar association for referrals to qualified estate planning professionals.

Let Us Thank You and Honor Your Wishes

If you have included the Society of St. Vincent de Paul in your estate plans or through tax smart giving, we would be honored to hear from you. Sharing your intentions allows us to thank you and ensure your gift is used in accordance with your wishes.

We are also happy to work with you and your advisor to help document your plans and answer any questions along the way. Please contact us when you are ready to get started!

Your support is an act of trust...

…And we are honored to carry it forward.
We are committed to using your generosity
with care, transparency, and purpose,
so you can give with confidence.
Learn more about how we steward your support.

Additional Questions?

Contact Darlene S. Jones
Chief Executive Officer