PLANNED GIFTS TO EPIPHANY PARISH

Listed below are ways you can make a legacy gift. Bequests through your will are perhaps the easiest and most common method. Below you will find suggested wording for language to use in bequests in your will. An attorney should review and approve the language you decide to use. Use these as samples only and consult legal counsel.
BEQUESTS

GENERAL USE BEQUEST TO EPIPHANY PARISH

"I give, devise and bequeath to Epiphany Parish, Seattle, Washington, (% of my estate, or a specific sum of money, or description of property, or "the rest residue and remainder of my estate") to be used for its general tax-exempt purposes and without other restrictions as to use."

GENERAL USE BEQUEST TO EPIPHANY PARISH FOR ENDOWMENT

"I give, devise and bequeath to Epiphany Parish, Seattle, Washington, (% of my estate, or a specific sum of money, or description of property, or "the rest residue and remainder of my estate") to (add to/create) a permanent endowment of which the CPI-adjusted principal is kept intact and only the income and/or appreciation expended, to be administered in accordance with the policies established by the vestry of Epiphany Parish."
GIFTS OF LIFE INSURANCE

Life insurance is another way to make a gift to Epiphany Parish. You can purchase a new policy and make the church the owner and beneficiary; the premiums can be made as contributions to Epiphany Parish and become tax deductible.

You may also make Epiphany Parish beneficiary of a percentage or all of an existing policy by simply updating a beneficiary form. Contact your life insurance company to do so.

LIFE INCOME GIFTS

Life Income Gifts provide you and your designated beneficiary an income for life in exchange for your gift. They can be established in several ways, the most common of which includes a Charitable Gift Annuity, a Charitable Remainder Trust, or participation in the Pooled Income Fund. All of these options are available through the Episcopal Church Foundation and other foundations or donor advised funds.

MAKE THE CHURCH THE BENEFICIARY OF RETIREMENT PLANS

You may name Epiphany Parish as beneficiary of your retirement plan. There is a tax advantage to doing this as the church does not pay tax on this distribution, while your family would pay tax on this income because it went into the retirement plan tax free. Contact your retirement plan for a new form.

RESOURCES TO ASSIST YOU IN YOUR GIFT PLANNING
Last Modified 05/01/2008