Planned Giving – It’s for All of Us
The federal stimulus relief package (CARES Act) signed into law by the president on March 27, 2020, waived Required Minimum Distributions (RMDs) for 2020 to help individuals through the coronavirus pandemic.
Learn the basics of Planned Giving. View the slide show below and hear remarks from our guest speaker, James Murphy, Managing Program Director, Episcopal Church Foundation.
View the Sunday Forum "What is the Best Gift for Me? To Benefit Yourself, Your Loved Ones, Causes You Care About," presented by James Murphy, Managing Program Director, Episcopal Church Foundation, below.
Please note: After this instructional forum was held, a change occurred in the Required Minimum Distribution age requirement, raising it from 70½ to 72. This only applies to individuals who turn 70½ on or after January 1, 2020. Please be sure to consult your tax advisor about the impact of this change.
Planned Giving and Ways to Ensure Immanuel’s Strong Future
Planned giving offers a variety of ways to leave a legacy, have a meaningful impact and help secure a strong future for Immanuel Church on-the-Hill.
Special Asset Gifts
Life-Income Gifts/Charitable Gift Annuities
Planned Giving is for all of us, as stewards of God’s bounty. It’s not reserved for the wealthy. It’s a loving and responsible act of hope and an expression of faith in the future of Immanuel Church-on-the Hill.
Planned giving is like planting seeds in faith and hope for the future -- that small seeds will produce a great tree whose fruit will sustain future generations.
Immanuel Church on-the-Hill created the Zabriskie Society to recognize parishioners who have made Immanuel, or one of its trust funds, a beneficiary of their will, or other planned giving program.
There is no minimum gift amount required for a gift from your estate to become a member of the Zabriskie Society.
For more information about making a future gift to Immanuel and becoming a member of the Zabriskie Society, contact the Vestry steward for Planned Giving.
Making Plans for Future Gifts
Gift planning can be done at any time. It may often coincide with significant life events, such as: marriage, divorce, birth of a child, death of a family member, retirement, moving out of state, or a large influx of taxable income, such as from the sale of a business, a bonus, inheritance, or successful investment.
Consult Your Advisors Before Making a Planned Gift
Consider Telling Us about Your Planned Gift
For those who designate a planned gift of life insurance to Immanuel, it is especially important to notify Immanuel of this future gift. That is because state laws do not require insurance companies to notify beneficiaries. That means your planned gift might go unclaimed.
If you wish to indicate that you have designated a planned gift for Immanuel, we will be delighted to thank you, acknowledge your generosity and recognize you as a member of the Zabriskie Society.