Gift Planning

Your gateway to the Future of Care

Gift Planning

There are many ways you can leave a gift that makes a lasting impact on healthcare in Central Texas. We are happy to help you explore options to fit your unique circumstances.

Wills & Living Trusts

Will you be the future lifeline for the Seton Family of Hospitals?

Will you help bring a healing touch to your community for generations to come?

Say “yes” by making a bequest or other planned gift to the Seton Fund. It’s as simple as adding this language to your Will:

I hereby direct $___________ (or ____ percent of my residual estate) in cash, securities, or other property to the Seton Fund. This gift shall be for the further benefit of _____________[facility or program] and shall be used to __________[purpose].

By including Seton is your will, you can have the satisfaction of knowing your generosity will leave a lasting legacy of outstanding health care for the communities we serve. As you consider your estate plan, please think of Seton.

If you have already remembered Seton in your estate plans, please contact us at (512) 324-1990. We would like to thank you for your generosity.

Click here to download our Guide to Wills and Trusts (PDF).

Charitable Gift Annuities

Charitable gift annuities are the easiest way to make a gift to The Seton Fund and receive income in return.

Charitable gift annuities provide fixed annual payments for the lifetime of the annuitant. Annuity rates are based on the age of the annuitant(s) and can be as high as 9%. You can also defer the annual payments to a later date specified at the time the gift is made. The deferral results in a higher annuity rate.

Gift annuities are attractive to donors who want to convert appreciated stocks into a reliable source of income or increase their income from investments like CDs or money market funds.

Benefits of creating a charitable gift annuity include:

  • Potential for increased income
  • Partially tax-free income
  • Receive a charitable income tax deduction
  • Bypass capital gains taxes that would have been due upon the sale of the stock
  • Remove the property from your taxable estate
  • Membership in The Vincentian Society of The Seton Fund

For a personalized calculation showing the benefits of a charitable gift annuity, please contact us at (512) 324-1990.

Charitable Gift Trusts

Charitable Remainder Trusts are a popular way to make a gift and receive income in return. A donation of cash, stock, real estate or other assets is invested, producing income for the donor or other chosen beneficiaries for a fixed period of years or their lifetime. When the donor dies, The Seton Fund keeps all of the remaining assets. The donor is allowed to claim a charitable income tax deduction for the estimated portion of the assets that will ultimately come to The Seton Fund.

There are two types of charitable remainder trusts: unitrusts and annuity trusts. With a basic unitrust, the donor receives one or more yearly payments equaling a fixed percentage of the trusts value as assessed each year. With a net-income unitrust, the donor receives only the income earned by the trust, even if the trust earns less than the payout rate. However, the trust can be set up to include a “make-up provision,” which allows the donor to make up the lost income, provided the trust earns more than the payout rate in future years.

With an annuity trust, the donor receives a yearly fixed payment equaling at least 5% of the value of the asset at the time the trust is funded.

Benefits of creating a charitable trust include:

  • Supplement your retirement income
  • Receive a charitable income tax deduction
  • Bypass capital gains taxes that would have been due upon the sale of the property
  • Remove the property from your taxable estate
  • Membership in of The Seton Fund

For more information on Charitable Remainder Trusts, please contact us at (512) 324-1990.

Stocks, Bonds & Mutual Funds

Gifts of stock and mutual funds are a tax-efficient method of making charitable contributions. You receive an income tax deduction to the extent allowed by law for the fair market value of your stock on the date of your gift. This allows you to bypass all capital gains taxes that would have been due if you sold the stock first.

There are two ways to make a gift of stock to the Seton Fund:

  1. Electronic transfer
  2. Physical delivery of stock certificates.

IMPORTANT: Please note that in order for your gift to be acknowledged and to receive a tax receipt from the Seton Fund, these steps must be followed:

Electronic Transfer

  1. IMPORTANT* Please fax the following information to the Seton Fund, 512-324-1989, regarding your gift of stock:
    a) name of the stock(s)
    b) number of shares
    c) date of your transfer instructions to your broker
    d) name of your broker and contact information
    e) whether your gift is designated to a special program within the
    Seton Family of Hospitals.
  2. Provide written instructions for your broker to make a transfer to the Seton Fund specifying the name of the stock and the number of shares to be transferred. If you inform the broker verbally, it is advisable to follow up in writing.
  3. Have transfer sent to:

Bank: Charles Schwab
DTC# 0164 Code 40
Account Name: Seton Fund of the Daughters of Charity of St Vincent DePaul
Account Number: 6358-8226

Contact the Seton Fund at (512) 324-1990 for any questions related to electronic transfer to the Seton Fund account.


Stock Certificate Transfers

Please contact the Seton Fund at (512) 324-1990 for instructions regarding gifts of physical stock certificates.

Stock Valuation

  1. The date of your gift is considered to be the date on which your electronic transfer is received into the Seton Fund account, the date on which you deliver your certificates and stock powers to the Seton Fund, or the postmark date (if mailed).
  2. The tax-deductible value of your gift is the sum of the high and low prices on the date of your gift divided by two, multiplied by the number of shares given.

For further information, please contact us at (512) 324-1990.

Gifts of Real Estate

The Seton Fund accepts gifts of real estate and other property subject to approval by the Fund’s Board of Trustees.

Benefits of making a gift of real estate include:

  • Receive a charitable income tax deduction for the fair market value of the property
  • Bypass capital gains taxes that would have been due upon the sale of the property
  • Remove the property from your taxable estate

If you are interested in donating real estate, please contact us at (512) 324-1990 for instructions about making your gift and our process for approving the acceptance of your gift.

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1345 Philomena Street Ste. 400 Austin, TX 78723