browser phone mail fax play search left-arrow right-arrow up-arrow quote-left equalizer google facebook instagram twitter linkedin

Planned Giving

Search
Menu

What will your legacy be?

Making a donation to St. David’s Center for Child & Family Development through a legacy gift is an extraordinary statement of your generosity and commitment to giving children and families the best possible start in life. Planned giving gives you the opportunity to continue that commitment beyond your lifetime.

There is no minimum amount for a legacy gift, and gifts can be made in the form of cash, securities, or other financial instruments, either as a one-time gift or in perpetuity.

Have you remembered to include St. David’s Center for Child & Family Development in your will?

If so, please complete our Planned Giving Intention form. This helps with our long-term planning and ensures your wishes are honored when we receive your gift. (Note: Can Terie design this to look nicer? Maureen and I would prefer to just have a link to a PDF for now, but we could consider a web form in the future).

If you have not created a will, FreeWill is a free, trusted resource that will help you create a legally valid will in less than 20 minutes. It includes the option to leave a gift to charity.

If you are working with a legal professional to create or update your will and would like to designate a gift to St. David’s Center, please use one of the following legally recognized instructions:

  • I, [name], of [address], give [X%] of my real and personal estate to St. David’s Center for Child & Family Development, EIN 41-1429208. 3395 Plymouth Rd, Minnetonka, MN 55305, towards its unrestricted charitable purposes.
  • I, [name], of [address], give [X%] of the residue of my real and personal estate to St. David’s Center for Child & Family Development, EIN 41-1429208. 3395 Plymouth Rd, Minnetonka, MN 55305, towards its unrestricted charitable purposes.
  • I, [name], of [address], give the sum of $[X] to St. David’s Center for Child & Family Development, EIN 41-1429208. 3395 Plymouth Rd, Minnetonka, MN 55305, towards its unrestricted charitable purposes.

Tax Benefits

There are valuable benefits when you give certain financial instruments directly to St. David’s Center. Depending on the type of legacy gift, benefits may include:

  • Tax credit of your gift to pass on to beneficiaries
  • Tax benefits now and during your lifetime
  • Reduction or elimination of capital gains tax on appreciated assets
  • Enhancement of after-tax returns on invested capital
  • Retention of the life use of a donated asset while still receiving a current tax credit
  • Reduction of estate costs

For more information, contact Maureen Walsh at mwalsh@stdavidscenter.org or 952-548-8620.

 

Close
Translate »