Planned Giving Brochures and Booklets

All of ECF's planned giving brochures and booklets are available for free download below, or can be purchased through The Episcopal Book and Resource Center.  To order materials by phone, you can call 800-903-5544.

ECF's planned giving brochures present the basics of planned giving, explaining the how and why, as well as the different kinds of gifts that are possible.

ECF's planned giving booklets explain in depth how planned gifts work, and provide instructions and application forms to make a charitable gift or bequest.

If you would like to discuss how to effectively use these materials to promote your planned giving program, please call us at 800-697-2858 or email us.

PLANNED GIVING BROCHURES

The Ministry of Gift Planning
Planned giving encompasses a variety of ways that gifts can be made to the church from accumulated resources. Although it usually involves financial or estate planning, 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.

Create A Charitable Gift Annuity
A charitable gift annuity enables you to make a substantial gift to your church, diocese, or any other Episcopal organization now and receive guaranteed income for life. This is one way to put your treasure where your heart is — in the church — and still take care of your needs and those of your family.

This brochure explains how you can establish a charitable gift annuity through the Episcopal Church Foundation.

Establish a Trust

A trust can be a useful estate planning tool that allows you to ensure the financial well-being of your family and, if appropriate, provide a significant deferred gift to your church. A trust, in its simplest form, is the holding of legal title to property by one party (the trustee) for the benefit of another (the beneficiary).

This brochure provides the information you need at all stages of setting up a trust.

Participate in a Pooled Income Fund

A pooled income fund enables donors to make gifts to their parish, diocese, or other Episcopal organizations and receive an income from that gift for life.

This brochure explains how a pooled income fund works and its many advantages to you.

Prepare to Write your Will

Preparing a will is a loving and responsible act for the sake of your family and to those causes you cared about during your life.

This brochure provides you with a few helpful suggestions on how to prepare to write your will, the ultimate exercise in Christian stewardship.

PLANNED GIVING BOOKLETS

Making A Planned Gift

Each Episcopalian has his or her own reason for supporting the organizations and ministries that they cherish.

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.

Planning for the End of Life

Writing a will can be a daunting proposition.  It is also essential.  Appointing trustees and executors, naming guardians for your 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

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.

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.

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.