Planned Giving

Easy Ways to Make a Lasting Impact

Giving Through your Retirement Plan

Your retirement savings can become a powerful tool for generosity.

Qualified Charitable Distribution (QCD):
‍If you're age 70½ or older, you can donate up to $111,000 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 $55,000 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.

Your estate may qualify for a charitable deduction, reducing potential estate taxes.
Bequest Overview

Life Insurance Gifts

Turn your policy into a gift that keeps giving.

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.

If you need more advanced information about planned giving, we have partnered with The Catholic Foundation to provide you with the most up-to-date ways of fulfilling your charitable intentions. Click HERE to access The Catholic Foundation website, email info@catholicfoundation.com, or call them at 972-661-9792.

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.