The mission of The Episcopal Church, as stated in the Book of Common Prayer’s catechism, is “to restore all people to unity with God and each other in Christ.” In step with that mission, we follow Jesus into loving, liberating, and life-giving relationships with God, with each other, and with the Earth. Your gift to The Episcopal Church helps us do just that while creating a lasting impact for God’s mission.  

Did you know there are creative ways to support The Episcopal Church? Ways in which The Episcopal Church, you, and your loved ones can all benefit at the same time? 

Such giving options are called “planned gifts,” because with thoughtful planning, you create win-win solutions for you and for The Episcopal Church. Whether giving through your will, living trust, qualified retirement plan, or life insurance policy, planning ahead is an expression of commitment through a very special and important form of financial support. 

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Planned Giving 

The Episcopal Church partners with The Episcopal Church Foundation to help Episcopalians meet their personal financial goals while making a difference for the future.  

  • Bequests: Leave a legacy through your will or living trust. 
  • Retirement Plan Gifts: Donate retirement assets for potential tax benefits.  
  • Life Insurance Gifts: Name The Episcopal Church as a policy beneficiary. 
  • DonorAdvised Funds: Create a donor-advised Fund with The Episcopal Church Foundation 

The Episcopal Church Foundation can offer guidance on structuring your gift to benefit both your financial goals and The Episcopal Church, including: 

  • Providing sample language for bequests. 
  • Calculating tax implications. 
  • Offering informational literature. 
  • Arranging consultations via phone or in person. 

Steps for IRA (Individual Retirement Account) Charitable Rollover Gifts: 

  1. Initiate Transfer: Request a transfer from your IRA to The Episcopal Church through your IRA administrator. 
  2. Inform The Episcopal Church: Communicate your gift designation via mail, fax, email, or direct email with your details and instructions. 

This approach allows for a meaningful contribution to The Episcopal Church while considering your financial and tax planning needs.