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”?

With advance planning, gifts can be made to the church is a variety of ways.

This requires some deliberation and usually involves financial or estate planning. It is not reserved for the wealthy. Anyone concerned with the wise use of his or her personal resources can make a well-considered choice about their use. 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 may reduce taxes, too.

Planned gifts can be designated for an organization’s general funds or its endowment. Planned gifts are either outright gifts (e.g., gifts of appreciated securities, real property, personal property, etc.) or deferred gifts (e.g., bequests, charitable gift annuities, charitable trusts).

Care to learn more?

Posts about giving…

Stewardship 2019: More than Money MattersStewardship 2019: More than Money Matters

This year, our Stewardship Campaign will feature a series of three workshops based on material provided by Thrivent Financial Services, a Lutheran Church based financial services company. The workshops follow the theme, “More Than Money Matters.”

These workshops will provide the tools and resources you need to make informed choices about how you share, save and spend. In these values-based workshop series, you’ll explore:

  • How your values and goals go hand in hand.
  • How to manage the pressures to spend so you can save.
  • Different ways to plan (budget) how you use your money.

The workshops will take place 5:30-7 pm in Von Holt on Oct. 2, 9, 16, and 23 (Wednesdays). Each will include a Eucharist, the workshop, and a light supper. Please RSVP for each week by email or phone the Cathedral, 808-923-6133 ext. 212.

The schedule is:

October 2: Finding ways to save

Creating financial goals is great but only if they are goals you can actually accomplish. Finding ways to save can be daunting, especially if you feel like you’re living on a shoestring. Plan for your future in this session designed to help you create financial goals you can actually accomplish. During the workshop, you’ll learn how to:

  • Increase your income.
  • Reduce your expenses.
  • Recognize spending leaks.
  • Harness the power of compound interest.

October 9: Values-based budgeting

Budgeting often elicits a groan. Instead, imagine managing your money within a budget you designed to reflect your values and goals. Now that is something ...


Planned Giving Workshop June 8, 2019

There will be a planned giving workshop on Saturday, June 8, 2019, from 9:00 AM-3:00 PM in the Von Holt Room.

Whether you have an existing plan for a bequest to the Cathedral and/or other charities you support, you may find this helpful in reviewing best practices and options for your estate. There are many more options than a simple donation in your will!

The workshop is being led by James Murphy, the Managing Program Director of Financial Resources for the Episcopal Church Foundation (ECF), who oversees ECF’s Financial Resource development programs and resources, including planned giving, donor solutions and endowment management. He leads workshops and works with congregations, dioceses, and other Episcopal organizations to enhance and develop their programs and resources.

For more information and to register, go to this page.