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Planned Giving
“Planned giving” is the term commonly used for the way by which we exercise the stewardship of our accumulated wealth. More personally, it is the way we can leave a legacy which represents an ongoing commitment to our most cherished values as well as a final witness to those whom we hold dear.
By far the most common method of making a planned gift is to remember the Church in one’s will. In addition to such bequests, however, there are a variety of means available today by which to make a legacy gift. These include, among others, gifts of appreciated stock, annuities, life insurance, real estate, and trusts.
For specific advice on the relative advantages and disadvantages of a particular type of gift, potential donors are encouraged to confer with their attorney or professional financial planner.
The Episcopal Church Foundation provides helpful general information on the subject as well as several specific vehicles for making a planned gift.
Learn more about planned giving from the Episcopal Church Foundation.
