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Welcome to the Episcopal Church Foundation's
Planned Giving Services
 All around the country Episcopal churches and ministries are serving their communities in a myriad of ways, from running homeless shelters and soup kitchens, to providing educational and mentoring programs for youth-at-risk, to sponsoring arts and cultural events, to managing overseas relief efforts, and much, much more. All these good works in service of God's mission depend upon the availability of financial resources now and in the future. The Episcopal Church Foundation can help you be a good steward of God's bounty by helping you to make a planned gift to the church or ministry of your choice. Not only will this act of generosity help ensure the future of an organization whose work is important to you, it will also serve as a testament of your values for generations. The information provided here will help you learn more about how both you and your church can benefit from life-income gifts such as charitable gift annuities and other plans. Thank you for taking the time to explore gift planning.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits For Your Family and Your Church
There are several types of plans. Many of these have wonderful benefits for the gift donors. The stories, names, and images below are representative of typical donors, but they are not actual donors to our organization. These stories are for illustrative purposes only.
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. More on Tax-Free Sale >>. |
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with her favorite charity. Since Barbara did not need all of her IRA income, she decided to make a gift of $2,000 from her IRA to reflect her support. More on Easy IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Matt Freeman
Assistant Program Director |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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