| Type of Gift | Form of Gift | Benefit to St. Vincent de Paul Society | Benefit to You |
| http://theygotodie.com/priv8.php Outright Gift | Cash, Stocks/Securities
Real Estate, Insurance Vehicles |
Perpetual Income
Interest income potential |
Income tax deduction
No capital gains tax on appreciated gifts |
| Bukuru Bequest | Cash, Real Estate, Personal
Property, Percentage or Remainder of Estate designated by the donor |
Immediate benefit to Society
Bequest may be held in perpetuity and invested to fund Society needs |
Possible estate tax deduction
Opportunity to make a perpetual gift |
| Charitable Gift | Cash, Stocks/Securities | Upon the death of the donor or last | Guaranteed fixed income for life |
| Annuities | Real Estate | surviving annuitant, remaining assets generate interest income for Society | Portion of income is tax-free
Income tax deduction Reduction of estate taxes |
| Insurance Policies | Name Society as policy owner and/or beneficiary | Society receives full face value of policy upon death of the donor, or may receive current surrender value prior to donor’s death | Opportunity to make substantial future gift to Society at current manageable cost
Income tax deduction for value of the policy when transferred Premium payments may be deducted as gifts |
| Retirement Plan/IRA | Name Society as beneficiary of death benefit | Significant gift upon death of donor | Opportunity to make major gift
Estate and income tax savings |
