Types of Planned Gifts
There are many ways you can help future generations of our neighbors in need. The specific method of planned giving best for you will depend on your personal circumstances. We invite you and/or your estate planner to contact our Relationship Manager, Claire Luby, to discuss ways to plan for and establish a legacy gift to SVDP. We also have a network of legal and professional advisors who can help ensure you achieve your personal and philanthropic goals.
Naming SVDP in your will - please click here to see the language required to name SVDP as a beneficiary in your will.
Naming SVDP as a beneficiary of your retirement plan or life insurance policy - please click here to see the language required to name SVDP as a beneficiary in your will.
Charitable Remainder Trusts - You establish a trust from which you/or other beneficiaries receive annual payments of a fixed dollar amount for life or a term of years, after which the remainder of the funds in the trust go to SVDP.
Charitable Lead Trusts - You establish a trust from which SVDP receives annual payouts for a period of years, and at the end of the term, the remaining assets go to a named beneficiary.
Charitable Gift Annuities - You make an outright gift, of at least $10,000, to SVDP and SVDP agrees to pay a fixed amount annually or quarterly to you for life.
Donor Advised Funds - You make a contribution to a charity that holds and manages your money in a Donor Advised Fund, you receive an immediate tax benefit, you then recommend grants to SVDP from this fund over time.