Gifts That Pay You Income

Charitable Gift Annuities

A charitable gift annuity involves a simple agreement between you and St. Vincent de Paul Society where you agree to provide a gift to St. Vincent de Paul and we, in return, agree to pay you (or another beneficiary) a fixed amount, annually, for life.

With this gift, you will receive regular payments AND help us advance our mission! Additionally, when you create a charitable gift annuity with St. Vincent de Paul Society, you are eligible for various tax benefits, including a federal income tax charitable deduction.

Charitable Remainder Trusts

A charitable remainder trust provides you or your beneficiary income, annually, for life or a period not exceeding 20 years from assets you put into the trust you create.

 With this trust, you can earn income in two ways:

An “Annuity Trust” will pay you the same amount annually, based on the rate you decide to give at the start. You will be paid that same fixed rate, regardless of what happens later to the trust investments.

A “Unitrust” will pay you an amount annually but will fluctuate based on a fixed percentage of the fair market value of the trust assets. Your payments will increase or decrease depending on the value of the trust.

For more information on the above, please consult with your financial advisor or contact our office at (415) 757 – 6560.