Gift Planning Options

Easy Ways to Make a Lasting Impact

Giving Through your Retirement Plan

Your retirement savings can become a powerful tool for generosity. (Or consider a testimonial quote here.)

  • Qualified Charitable Distribution (QCD):If you're age 70½ or older, you can donate up to $108,000 annually (2025) from your IRA directly to SVdP—tax-free. This gift counts toward your Required Minimum Distribution (RMD) and reduces your Adjusted Gross Income (AGI).
  • Legacy IRA Transfer:
    Under the SECURE 2.0 Act, individuals 70½ and older may make a one-time, tax-free gift of up to $54,000 from an IRA to fund a charitable gift annuity or charitable remainder trust benefiting SVdP.
  • Beneficiary Designation:
    At any age, you can name SVdP as a beneficiary of your retirement accounts. This is a tax-efficient way to leave a legacy, as retirement assets passed to heirs are subject to income tax—but gifts to charities are not.
Bequests From Your Will or Living Trust

Leave a legacy of compassion by including SVdP  in your estate plans. (Or consider a testimonial quote here.)

  • You can designate a specific dollar amount or percentage of your estate or trust.
  • Your estate may qualify for a charitable deduction, reducing potential estate taxes.
  • GRN’s Bequest information
Life Insurance Gifts

Turn your policy into a gift that keeps giving. (Or consider a testimonial quote here.)

  • You can assign a whole life insurance policy to and name the Society as the beneficiary.
  • In many cases, you’ll receive a tax deduction for premiums you've paid.

Supporting SVdP can be simple, smart, and deeply meaningful. Whether you're planning for the future or looking for tax-savvy ways to give today, here are some flexible options to consider:

For more information, please consult with your tax advisor or contact Kris Vetter, Chief Advancement Officer at 214-520-0650 ext. 128, kvetter@svdpdallas.org

At the Society of St. Vincent de Paul North Texas, we prioritize compassion, empowerment, and community.

Our mission is to provide life-changing support to individuals and families in need, offering resources that bring stability and hope. Together, we can prevent homelessness, feed the hungry, and create sustainable futures.

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