Planned Giving
MAKING A PLANNED GIFT
Introduction
Gift Planning is sometimes called the "How" of giving. It naturally follows the "Why"--the motivation of reason you want to give in the first place. 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.
The information in the brochure (see link below: "How to Include Your Church in Your Will") describes the different ways you can accomplish this though immediate, deferred or life income gifts. It is provided to give you a basic understanding of the planned giving options, not as a compete reference for all the options available.
How to Include Your Church in Your Will
Be assured that you do not have to know it all! You just need to know who to call: Gift Planning Committee members or staff in your church, diocese or church agency or the staff at The Episcopal foundation of Northern California.
Also see our new addition to The Foundation Library: Making a Planned Gift - click here.