St Vincent de Paul: Charity Donation Services

Ages 70+

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite causes.

Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones. Find out how to put your family first by selecting an article below.

Post-Retirement Planning
4 Steps to Sharing Your Estate Plans With Your Family
Tips for Organizing Your Estate Planning Documents
Avoid the 7 Costly Estate Planning Fallacies
Quiz: Do You Know What to Do if a Loved One Dies?
The Sentimental Side of Inheritance
What to Do When Your Grown Children Are in Debt

Helping Others

After your family is taken care of, you can plan a gift to support our mission that may extend your legacy beyond your lifetime, protect your heirs and reduce your taxes.

5 Ways to Remember Society of St. Vincent de Paul, Phoenix in Your Will
Use Your Securities to Help Others in Down Times
Make Your IRA Go Further After Your Lifetime
Put Your U.S. Savings Bonds to Good Use
A Simple Gift to Us That Pays You Income for Life
Case Study: A Trust That Gives a Lifetime of Benefits to You Now and Us Later
A Trust That Pays You a Fixed Income Now, Rest to Us Later
How It Works: A Gift of Real Estate
3 Ways to Donate Life Insurance
Help Us Out Now, Provide for Your Family Later With a Charitable Lead Trust

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.