We are pleased you are interested in supporting the ministries of the Episcopal Church.

We encourage you to plan your gift thoughtfully. Now is the time to consider how your gift can benefit you as well as the church. It just may be the most important thing you do to assure the future of your parish and its ministries.

The following booklets are designed to help you accomplish this goal. All are available through The Episcopal Book and Resource Center at 800-903-5544, or can be downloaded below.

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Making A Planned Gift

As Episcopalians we all have our own personal reasons for wanting to make a planned gift to support the organizations and ministries that are meaningful to us.

Our "Making a Planned Gift" booklet gives you a basic understanding and describes the different ways of giving through immediate, deferred or life income gifts.

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Planning for the End of Life

Writing a will is essential if you want to control what happens to your family and your possessions after death. Appointing trustees and executors, naming guardians for young children and deciding how you would like your worldly goods distributed will give you peace of mind and relieve your loved ones of the burden of those decisions.

In the Episcopal Church we believe that your estate plan should reflect your values.

Our Planning for the End of Life booklet provides the information you need to set up:

• A MEDICAL DIRECTIVE
• PLANNING YOUR FUNERAL SERVICE
• PREPARING TO WRITE YOUR WILL

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Charitable Gift Annuities

Through a charitable gift annuity you can make a gift to your church, diocese or Episcopal organization and guarantee yourself, or another beneficiary you name, an income for life.

The minimum amount required to establish a charitable gift annuity through the Episcopal Church Foundation is $5,000.

Our Charitable Gift Annuities booklet provides you, a prospective donor, with information about the Foundation’s charitable gift annuity program and how you might create one.

For instructions on transferring securities, contact Matthew Freeman at 800-697-2858, matt@episcopalfoundation.org.

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A charitable remainder trust allows you to make a significant gift to your local Episcopal church, diocese or Episcopal organization while retaining the right for you and/or one or more designated beneficiaries to receive income payments over a specified period of time.

In establishing a charitable remainder trust, you may transfer cash, securities and/or other property to a trustee who is responsible for investing and reinvesting those assets, together with any income therefrom, and for making distributions to you and/or your designated beneficiary(ies). At the death of the last income beneficiary, the remainder of the trust is distributed to the church(es) you named.

Our Charitable Remainder Trust booklet provides you with the information you need to establish a Trust.

For instructions on transferring securities, contact Matthew Freeman at 800-697-2858, matt@episcopalfoundation.org.

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Pooled Income Fund

Our Pooled Income Fund booklet provides you, the prospective donor, with information about the Episcopal Church Foundation Pooled Income
Fund.

A pooled income fund “pools” your gift with others and is invested by a team of professionals. The fund pays you and/or chosen beneficiaries
an income for life based on the performance of the investments. At the death of the final beneficiary, the principal goes to the designated organization.