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Planned Giving

Would you like to include us in your will? 

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Below is the language required to name SVDP as a beneficiary in your will. 

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Residual Bequest- This ensures your loved ones and friends are provided for first, then gives SVDP whatever is left.

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“I devise the residual of my estate, after the satisfaction of all specific bequests and payment of all taxes and other costs attending my death, to the Society of St. Vincent de Paul, District Council of Trussville, with office currently located at 8090 Gadsden Highway, Trussville, AL 35173.”

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Specific Bequest- This states a fixed dollar amount, a percentage of your estate or a specific asset to go to SVDP.  This could include gifts of cash, securities or personal property to be designated to SVDP.

 

“I bequeath (the sum of $_______, or ______% of the net value of estate, or describe the specific asset to be gifted) to  the Society of St. Vincent de Paul, District Council of Trussville, with office currently located at 8090 Gadsden Highway, Trussville, AL 35173.”

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Contingent Bequest- This names SVDP as the recipient of a portion of your estate, only in the event that you outlive your beneficiaries.

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“In the event that (name of beneficiary) does not survive me, I bequeath  (the sum of $_____, or _____ % of the amount designated for any such deceased beneficiary,) to the Society of St. Vincent de Paul, District Council of Trussville, with office currently located at 8090 Gadsden Highway, Trussville, AL 35173.”

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