Planned Giving – It’s for All of Us
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.
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.
Planning for Your Best Life
Whatever your age, health status, or the amount of your assets, it’s essential to make sure that your legal documents are current and reflect your wishes.
Now is an excellent time to take action – create or review your legal and estate planning documents to see if they fulfill your wishes.
What are Estate Planning Documents?
This is a general term that can include your Will, Power of Attorney, Health Care Power of Attorney, Advance Medical Directive (or “Living Will,”) and Revocable Trust.
How to Take a Fresh Look
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.
Leaving a Future Gift to Immanuel
As you do this important and necessary estate planning work, we hope and pray you will consider leaving a future gift to Immanuel Church-on-the-Hill. The Zabriskie Society recognizes parishioners who have made Immanuel, or one of its trust funds, a beneficiary of their will, insurance policy, financial account, or other planned giving program.
Planned gifts to Immanuel are for all of us to consider. It is not something reserved just for the wealthy. It’s a loving and responsible act of hope and faith in Immanuel’s future that all of us desire.
For more information about how you can become a member of the Zabriskie Society, contact Danette “Dani” Kauffman, firstname.lastname@example.org or 202-258-9743.
Every situation is different, and this guidance is not legal advice. So be sure to work with your legal, financial, and estate advisors to determine what is best for you.
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.