Planned Giving

Easy Planning Options

There are many simple ways to give to SVdP North Texas that can maximize your tax savings and further your impact through SVdP North Texas

Beneficiary Designation from a Retirement Plan

Making a gift from your Individual Retirement Account (IRA) to SVdP North Texas offers several tax and financial benefits, especially for retirees.
Qualified Charitable Distribution: If you are over the age of 70 1/2 , you can distribute up to $108,000 per year (2025) from your IRA directly to SVdP North Texas without paying income tax. A QCD counts towards your Required Minimum Distribution (RMD) and lowers your Adjusted Gross Income (AGI) in the year of the gift.
Legacy IRA transfer: Thanks to the SECURE 2.0 Act, if you are over 70 1/2, you can make a one-time tax free donation of up to $54,000 from an IRA directly to a charitable gift annuity or charitable remainder trust that benefits SVdP North Texas
Beneficiary Designation: At any age, you can designate SVdP North Texazs as a beneficary of your retirement accounts in your estate plans. Traditional retirement accounts make for great assets to transfer to tax ezxempy charities because heirs are required to pay income taxes on their distributions.

Bequest from Your Will or Living Trust

You can easily make a charitable gift of a specific dollar amount or percentage of your estate/trust.
In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well.

Charitable Gift of a Life Insurance Policy

You can assign whole life insurance policies and name the Society as beneficiary.
In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.

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.