The most common types of planned gifts are:
- Outright Gifts
- Life Income Gifts
- Remainder Trusts
- Real Estate Gifts
- Lead Trusts
- Life Insurance Gifts
- Gifts Through Your Estate
- Click here for more information about planned gifts.
These are some of the easiest ways to provide for your family, remember the St. Vincent de Paul and realize tax advantages. Planned gifts require the services of a professional to complete. You will need an attorney, accountant, bank trust officer, financial planner, insurance professional, or sometimes all of these. We strongly recommend you to discuss financial plans with a professional advisor. For more information on planned giving and including the Society in your estate plan, call (502) 301-8682 or click here to send us an E-mail.
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