Planned Giving Brochures and Booklets

Planned Giving Brochures:

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

The Ministry of Gift Planning
Planned giving encompasses a variety of ways 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.  You may download this brochure here or order copies here.

Create A Charitable Gift Annuity
A charitable gift annuity enables you to make a substantial gift to your church, diocese, or other Episcopal ministry 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.  You may download this brochure here or order copies here.

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.  You may download this brochure here or order copies here.

Participate in a Pooled Income Fund

Participating in a pooled income fund is like planting a fruit tree that bears fruit for you and then supports the ministries of the church after you are gone. 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.  You may download this brochure here or order copies here.

Prepare to Write your Will

Preparing a will is a loving and responsible act for the sake of your family. Dying without a will is difficult for the family at best.

This brochure provides you with a few helpful suggestions on how to prepare to write your will, the ultimate exercise in Christian stewardship.  You may download this brochure here or order copies here.

Planned Giving Booklets:

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

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.  You may download this booklet here or order copies here.

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

You may download this booklet here or order copies here.

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, or email him.

You may download this booklet here or order copies here.

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, or email him.

You may download this booklet here or order copies here.

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.

You may download this booklet here or order copies here.