Bequests, Wills and Trusts
The most common way in which our benefactors remember the Salvatorians is with a bequest made through one's Will or other estate planning document. You may wish to leave a designated dollar amount, a specific property or account, or a percentage of your estate. Or you may elect to make a gift of "what's left" after all other bequests have been satisfied. Please inform us if you have included the Society of the Divine Savior in your Will or other final estate plan.
Gift of Life Insurance
You can give a paid-up policy on which you are still paying premiums by irrevocably designating the Society of the Divine Savior as owner and beneficiary to receive all or a portion of the policy. And there may be tax advantages associated with such a gift as well.
A Gift of Property
You may choose to give a home, a farm, or vacation property to the Society of the Divine Savior, either as an outright gift or as a gift made through your estate plan. Such property may be used to fund a charitable gift annuity, too. With a life estate contract, you may deed property to the Society of the Divine Savior and still live in or otherwise make use of it for the remainder of your lifetime. You may also receive a current income tax deduction.
A Gift of Securities
Do you own stocks, bonds, or mutual funds that have increased or decreased in value? Either way, they may offer an excellent way to help share in the work of the Salvatorians and offer generous charitable tax incentives. A gift of appreciated securities may also be used to fund a charitable gift annuity.
Naming the Society of the Divine Savior as beneficiary of your IRA is a wonderful way to make the Salvatorians a part of your legacy. Even better, your IRA funds are never affected during your lifetime.
For those benefactors still in the workforce, you may wish to check with your employer to see if your company provides matching gifts to charitable organizations. If so, you may be able to double or even triple the amount of your gift to the Society of the Divine Savior.
When you make a gift to the Society of the Divine Savior through a charitable gift annuity, you secure a fixed income for life - for yourself and/or for another individual whom you designate. Because a charitable gift annuity entitles you to a charitable deduction in the year the gift annuity is established, it may also help to reduce the income taxes you pay. Moreover, a portion of the income you receive from your gift annuity will be tax-free. The Society of the Divine Savior follows the rates set forth by the American Council on Gift Annuities. Please always be sure to consult your attorney or other tax professional before making a gift of real property.
We all know special people who have brought joy to our lives. You may be looking for a way to give honor to these special individuals, whether they may be living or departed. And one way for you to show your love and your abiding respect for them is with a memorial gift to the Society of the Divine Savior.
OUR LEGAL NAME: SOCIETY OF THE DIVINE SAVIOR
OUR TAXPAYER ID: 39-0806210
SOCIETY OF THE DIVINE SAVIOR
1735 N. HI MOUNT BLVD.
MILWAUKEE, WI 53208
You are a part of our present...
Be a part of our future too!
Thank you for considering us in your will and trusts.