Planned Giving

All that we are, all that we have, comes from God and will one day return to God.

Jesus often talked about our relationship to the “things” we possess. In Luke 12:13-21 Jesus is asked about dividing a family inheritance. He replies with a story. A rich man decides to build new barns to hold his bumper crop, then to “eat, drink, and be merry.”

However, “God said to him, ‘Fool! This night your soul is required of you; and the things you have prepared, whose will they be?’ So is he who lays up treasure for himself, and is not rich toward God.”

We are stewards of God’s bounty. Caretakers. For a brief period we are given time, energy, and resources. What we do with these gifts ultimately defines the character of our life and the depth of our spiritual understanding.

Planned giving is one expression of the wise use of the personal resources God has entrusted to us.

What is Planned Giving?

Planned giving encompasses a variety of ways that gifts can be made to the church from accumulated resources.

It usually involves financial or estate planning; however, it is not reserved for the wealthy. Planned giving is a means by which anyone concerned with the wise use of his or her personal resources makes a considered choice about their ultimate disposition. In general planned gifts are made through:

  • A Bequest in a Will
  • A Life Income Gift such as a pooled income fund, a charitable gift annuity, or a charitable remainder trust
  • Gifts of Special Assets (real estate, closely held stock, life insurance, retirement accounts)

Planned giving establishes a way for a donor to provide for family members while remembering the church as well. It often enables the donor to provide more for his or her heirs and to make a larger gift than thought possible. It often reduces taxes as well. Planned gifts can be designated for an organization’s general funds or its endowment. Planned gifts are either outright gifts (i.e., gifts of appreciated securities, real property, personal property, etc.) or deferred gifts (i.e., bequests, charitable gift annuities, charitable trusts).

How can I learn more?

See more information provided by the Episcopal Church Foundation. They have many resources available.

Contact us for a personal, confidential discussion.

 

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