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San Diego Day Center

Adult Men & Women

299 17th St, San Diego

Father Joe’s Villages

Joan Kroc Center

Families

1501 Imperial Ave, San Diego

PLANNED GIVING

If you want to be remembered, do something San Diego will never forget. Planned Giving with Father Joe’s Villages can help maximize your assets, while turning them into a legacy of serving others.

What is Planned Giving?

Planned gifts, such as bequests, charitable trusts and more, can be a compassionate and smart way to provide a future gift to Father Joe’s Villages. See how Planned Giving can benefit you, your family and all of San Diego.

Tax Benefits

Planned giving can entitle you to charitable income and/or gift or estate tax deductions.

It’s a smart way to save tax dollars today while serving those in need tomorrow. Please consult with your financial advisor to discuss your individual situation.

Leave a Legacy

Planned giving enables you to leave a legacy in your community that will make a difference for years to come.

Build a brighter future by supporting Father Joe’s Villages’ efforts to end homelessness in San Diego.

Give Your Own Way

Choosing the right planned gift depends on your personal circumstances and financial goals.

There are many different types of planned gifts, from stocks to property, annuities to trusts, and more! See your full range of options below.

Contact Our Planned Giving Officer

Dennis Morgan, Planned Giving Officer
Call (619) 446-2163 or fill out the form below and Dennis will contact you.

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Planned Giving Opportunities

We are dedicated to helping you make the planned gift that best aligns with your personal financial circumstances and goals. Whatever the size or form of your gift, Father Joe’s Villages will work with you and your financial advisors to prepare a planned giving program that reflects your interests and objectives, and provides maximum benefits for all. Click on the gift to learn more.

Bequests & Estate Plan Gift
You may make a bequest or gift through your estate by including a provision in your will or living trust, or by naming Father Joe’s Villages as a beneficiary of a retirement plan or life insurance policy. The amount left to the Father Joe’s Villages can be expressed as a dollar amount or as a percentage of the assets to be given.

The following language may help you and your attorney meet your needs when drafting your will or living trust.

Unrestricted Bequest
“I, [name], of [city, state, ZIP], give, devise and bequeath to Father Joe’s Villages [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

Restricted Bequest (For a specific program)
“I, [name], of [city, state, ZIP], give, devise and bequeath to Father Joe’s Villages [written amount or percentage of the estate or description of property] for its charitable purposes and with a preference for use at [name of school, unit or program].”

Charitable Gift Annuities
A life income gift allows you to give assets to Father Joe’s Villages while receiving income for a period of time before Father Joe’s Villages is permitted to use your gift.

For a Charitable Gift Annuity, in exchange for an outright gift, Father Joe’s Villages agrees by contract to pay a fixed amount each year to you and/or another beneficiary for life.

Charitable Remainder Trust
A life income gift allows you to give assets to Father Joe’s Villages while receiving income for a period of time before Father Joe’s Villages is permitted to use your gift.

A charitable remainder trust is a trust that provides for a specified distribution, at least annually, to one or more beneficiaries, at least one of which is not a charity. The distribution must be paid at least annually for life or for a term of years, with an irrevocable remainder interest to be held for the benefit of, or paid over to, Father Joe’s Villages and/or additional qualified charities.

Charitable Lead Trust
For a Charitable Lead Trust, you establish a trust from which you and/or other beneficiaries receive variable annual payments for life and/or a determined term of years. At the end of the term, the remainder of the trust assets go to Father Joe’s Villages for designated unrestricted or restricted purposes.
Donor Advised Funds

A donor advised fund allows you to make a tax-deductible gift to Father Joe’s Villages to establish a fund today. Later you will be able to advise Father Joe’s Villages on how you would like the gift to be used.

Life Insurance
You can make Father Joe’s Villages the beneficiary of a life insurance policy, and your estate will receive a charitable deduction from estate taxes for that gift.
Gifts of Stock
Your broker can assist you in making a gift of stock via a direct transfer to Father Joe’s Villages. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.
Gifts of Real Estate
Real estate can be given outright, through an estate or to fund some life income gifts such as the charitable remainder unitrust. You receive a current income tax charitable deduction for a portion of the property’s value.
Retirement Planned Gifts (IRA Minimum Distributions)
A retirement plan can be a tax-efficient and simple way to give to Father Joe’s Villages through your estate plan. You can name Father Joe’s Villages as a beneficiary on your plan’s beneficiary designation form. Most retirement plans (other than Roth IRAs) are subject to income taxes and sometimes estate taxes if left to an individual beneficiary. However, a charity beneficiary does not pay income or estate taxes on the distribution.

You may also be able to make a gift to charity with a distribution from your Individual Retirement Account (IRA), and take advantage of tax savings.

Americans over the age of 70½ can distribute up to $100,000 in a calendar year from an IRA to Father Joe’s Villages, tax-free. This distribution is beneficial to IRA owners who are required each year to take minimum required distributions, which are included in their gross income for income tax purposes.

Please speak to your financial advisor and our Planned Giving Officer to learn more.

Information for Advisors

Planned Giving Officer Dennis Morgan has over 50 years of experience in the tax and financial planning sector and has been with Father Joe’s Villages for over four years. He is ready to help make your life easier.

Please contact Dennis at (619) 446-2163 or through the form above. After you fill out the form, Dennis will contact you.

Father Joe’s Villages is a 501(C)(3) Charitable Organization. Federal Tax ID number (EIN) is 33-0492302.

Father Joe’s Villages’ full legal name is St Vincent de Paul Village, Inc., dba Father Joe’s Villages.

See bequests and estate plan gifts information above for sample language.

Contact Dennis for instructions for making a gift of securities.