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
Dennis Morgan, 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
The following language may help you and your attorney meet your needs when drafting your will or living trust.
“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
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 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
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
Gifts of Real Estate
Retirement Planned Gifts (IRA Minimum Distributions)
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 Officers Dennis Morgan and Denise Serino have over 60 years of combined experience in the tax and financial planning sector. They are 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.