Planned Giving | The Church Foundation

As with our family, we care deeply for our church and diocesan family and want to ensure that both will continue to flourish and grow long after we are gone.

For where your treasure is, there your heart will be also. Luke 12:34

Planned giving provides a way for us to do just that. The term planned giving encompasses various ways that financial gifts can be given from existing resources as part of an individual or family's financial or estate planning. Planned giving programs offer the ability for a donor to provide for family members while at the same time remembering their church and diocesan family after they are gone. It is a statement of belief and demonstrates a commitment that stretches beyond our lifetime to benefit future generations.

There are multiple ways for individuals to give monetary gifts to any Episcopal affiliated organization within the Diocese of Pennsylvania. Planned giving is not just for the wealthy; it is for everyone and is essential to continuing the financial health and wellbeing of Episcopal entities.

Why Planned Giving?

Giving in any form allows us to support a specific cause or organization; planned giving goes even further and provides the ability to support beloved ministries and organizations beyond one’s lifetime.

A planned gift allows an individual to express their values.

Planned giving is a significant expression of your love for both your family and church.

Parishioners can ensure that the ministries they genuinely care about will continue to thrive.

Planned giving offers the ability to make a charitable gift while at the same time gaining tax and estate planning benefits.

Types of Planned Gifts:

The following is a list of different types of planned gifts. Click on the links for more information.
Disclaimer: Please note that we are providing the following for informational purposes only and that individuals should always consult several investment advisers and their attorneys to accurately determine the charitable giving program that is most suitable for their needs.

Charitable Bequest

Gifts to a charitable organization can be made as part of a will or trust. The most common of all planned gifts is a bequest to a church or organization in a properly prepared will. It is interesting to note that nearly fifty percent of all people pass away without any formal will, therefore developing a wills awareness program should be a top priority for any planned giving program.

Life Income Gifts

As we get older, it is normal to think about the kind of legacy we would like to leave behind after we are gone. This is often when we begin to work with a planned giving professional to determine the charitable organizations to support beyond our lifetime that reflect our core values and help us fulfill that legacy.

A Life Income Gift serves two purposes. It enables you to make…

Other Giving Plans

Beneficiary Designation Gifts

A gift of a whole-life insurance policy is a convenient and straightforward way to make a significant contribution to a charitable organization. Gifts of life insurance to your preferred Episcopal charity or parish are especially appropriate when the insurance payout is no longer needed for financial wealth replacement by the donor.

There are sever…

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