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.
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
Denise M. Serino, Esq., Planned Giving Officer
Fill out the form below and one of our Planned Giving Officers will contact you.
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
Charitable Gift Annuities
Charitable Remainder Trust
Charitable Lead Trust
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.
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
Retirement Planned Gifts (IRA Minimum Distributions)
Information for Advisors
Planned Giving Officer Denise Serino is ready to help make your life easier.
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.