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Other Smart Ways to Give

Donate and Save on Taxes

There are ways for you to support St. Vincent de Paul that will also help you benefit from tax savings now or in the future for your loved ones.

Gifts of Stock

Transfers of appreciated stock are an efficient way to support St. Vincent de Paul while also avoiding capital gains taxes. You can give any stock that you have held for more than one year.

Contact your broker to initiate a stock transfer and share with them the following information:

Custodian: Charles Schwab & Co.
Contact: Beth Ceddia, 513-345-6234
Account Name: Society of St Vincent de Paul–Gift Account
DTC Number: 0164
Account Number: 3092-5332

IRA Qualified Charitable Distribution

If you are 72 ½ years or older, you can give up to $100,000 directly to St. Vincent de Paul from your IRA without paying taxes on the money. This counts towards your “Required Minimum Distribution” (RMD). You will immediately benefit from tax savings, and you will get to jump-start your legacy and while also seeing the impact of your donation.

Charitable Lead Trusts

You establish a trust from which St. Vincent de Paul receives annual payouts for a period of years, and at the end of the term, the remaining assets go to a named beneficiary. This allows you to benefit from tax savings without giving up the assets that you want your family to ultimately receive. 

Donor Advised Funds

You make a contribution to a charity that holds and manages your money in a Donor Advised Fund, and you receive an immediate tax benefit. You can then recommend grants to St. Vincent de Paul from this fund any time you’d like.

For more information, please contact SVDP’s Planned Giving and Grants Manager, Daniel Flynn, at 513-345-4994 or dflynn@svdpcincinnati.org.

More Information about Gift Planning