Legacy Giving & Stock Donations

/Legacy Giving & Stock Donations
Legacy Giving & Stock Donations 2016-12-07T04:49:07+00:00

Legacy Giving & Stock Donations

Planned and Legacy Giving

The “Legacy of Hope” program at St. Vincent de Paul of Contra Costa County offers an opportunity for people of good will to leave an impact in their communities that will last beyond their lifetimes, improving the lives of the poor and downtrodden.

The legacy program includes a variety of ways for people to provide immediate and long-term help. The money we receive today is used straightaway to help those people for whom everyday living is a crisis as their hope drains away.

Your legacy gift to St. Vincent de Paul of Contra Costa County can help us meet the needs of those in crisis and help restore hope.

Memorial Giving

Recognize a loved one by making a gift in his or her honor. If you include their address
with your donation, a special acknowledgement will be sent to the family recognizing
your gift.

You might also consider making a gift in honor of a birthday, wedding, or other special event.

Giving in Your Will or Trust

Consider giving in your estate plans. When you make a bequest to St. Vincent de Paul in
your will, you are contributing to the future of our community. An attorney can help you include SVdP in your will or trust.

Donating Stock and/or Mutual Fund Shares

Donating Stock or Mutual Funds may provide tax benefits to donors and help ensure the sustainability of St. Vincent de Paul.  St. Vincent de Paul is non-profit 501-c-3 organization, Tax ID: 94-1448577, and your donations are tax-deductible to the full extent of the law.
To make a gift of stock to the St. Vincent de Paul Society of Contra Costa County, please use the following information:
Donors, please download the following document with instructions: Click here to download Stock Instructions (PDF)
 
Complete document and forward to:
Stacey Chretien, Charles Schwab & Co.
1231 South California Blvd.
Walnut Creek, CA 94596
(925) 974-2901 – telephone
St. Vincent de Paul Society,  DTC Number: 0164, code: 40, Acct. # 2014-1630
Please email Yee Pang, y.pang@svdp-cc.org to notify us of your gift. Include the name of the company stock, the number of shares and your contact information so that we can send you a receipt for your gift. Schwab cannot legally disclose the identity of the stock donor to us–we are only aware of your identity if you tell us about the gift. Thank you!