By including Saint Vincent’s Day Home in your estate plans or naming us as a successor beneficiary of your retirement plan, you will support future Day Home students and possibly derive a tax benefit. There are many options for investing in the Day Home. You can consider a gift through bequest, use of a trust, insurance or other planned giving methods. Continue your current commitment to Oakland’s most vulnerable children with a future gift of any size.
Irrevocable Planned Gifts
Irrevocable Planned Gifts can only be designated to the board‐restricted reserve fund. (Since they can be changed at any time by the donor, bequests cannot be counted toward the Centennial Campaign. However, bequests will be recognized in the organization’s Legacy Fund.)
Life Insurance Gifts
Life insurance policies that are paid in full will be recognized at full face value when ownership of the policy is transferred to Saint Vincent’s Day Home.
For more information talk with your estate planning attorney.