Planned Giving

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.

Planned giving establishes a way for a donor to provide for family members while remembering the church at the same time. 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, as well. Planned gifts can be designated for an organization’s general funds or its endowment. They 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).

 

For more information visit the Episcopal Church Foundation by clicking the graphic below.