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PLANNED GIFTS

We offer our donors the ability to consider Episcopal Charities in their estate plan. The simplest way to provide a permanent source of support for Episcopal Charities is through a bequest.

Your gift to Episcopal Charities can provide income and tax benefits for you as well as for your heirs. By including Episcopal Charities in your estate plan, you may redirect dollars that otherwise would go to pay estate taxes toward making a critical difference in the lives of those in need in the Bay Area.

Bishop's Society
If you make a planned gift to Episcopal Charities you are eligible for membership in the Bishop's Society.

Giving a bequest to Episcopal Charities automatically makes you a member of the Bishop's Society, and entitles you to special recognition during your lifetime, including an annual Bishop's Society dinner to give thanks for all those who have taken this important step. The only requirement is that you notify the Diocesan Gift Planning Department in writing that you have included Episcopal Charities in your estate plan. You may remain anonymous if you wish.

Episcopal Charities offers the following Planned Gift options:

Bequests
Bequests are the simplest of planned gifts. A bequest can be unrestricted, which means that your bequest is intended for Episcopal Charities' general use, at the discretion of Episcopal Charities' Board of Trustees, or you can make a restricted bequest, and direct your gift to a particular agency or social concern within the Diocese.

Appreciated Assets
The gift of an appreciated asset enables the donor to avoid capital gain tax on the value of the gift and still take the present value as a charitable gift deduction in the year of the gift.

Gifts of Life Insurance
Often, as life circumstances change, people find that they have surplus life insurance that is no longer necessary. A gift of life insurance can provide tax advantages and is an easy method of providing support for the needy.

Gifts of Retirement Assets
These assets can be the most heavily taxed part of your estate with only as little as 20% actually being passed to your heirs.

Charitable Lead Trusts and Charitable Remainder Trusts
Charitable Lead Trusts and Charitable Remainder Trusts are important planning tools for passing highly appreciated assets to your heirs and reducing capital gain taxes on the transfer.

Charitable Gift Annuity
In exchange for your contribution, Episcopal Charities will make payments based on the value of your donation for life to one or more beneficiaries. Returns on gift annuities typically outpace the returns on traditional fixed-income investments such as certificates of deposit and money market funds.

If you have already included Episcopal Charities in your estate plans, please let us know. We would like to assist you in making certain your intentions will be carried out. We can also let you know about changes in tax law that may affect your gift. If you have not yet written a will, regardless of your charitable intent, please consider doing so.

Please contact Sally Coates at Episcopal Charities if you are interested in learning more about Planned Giving. 415-518-5553 or scoates@episcopalcharities.org.