Planned Giving

Planned giving is also referred to as gift planning or legacy giving. In a nutshell, it is a donor’s intention to contribute a major gift to an organization, beyond their lifetime. So, unlike an annual gift (an outright gift made for current use), a planned gift is for the future. Essentially, donors make arrangements for planned gifts in the present but they are actually doled out at a later date. Additionally, the major gifts contributed by a donor can be made as a part of their financial or estate plans.

Planned gifts are not limited by a donor’s current wealth. Upon one’s passing, their accumulated wealth often exceeds the amount of one’s regular income-based ability to support the church during life. That’s why most planned gifts contributed by donors take the form of life insurance proceeds, stocks and bonds, or real estate holdings (among others).

The Good Shepherd Society is St. Luke's way of recognizing parishioners who provide for the church's future in their planned giving. Click the button to the right to learn more about it.

Planned Giving

I have named St. Luke's Episcopal Church as a beneficiary in my Will or in a Codicil to my Will.

Executor:

Contact Information:

I have designated St. Luke's Episcopal Church as a beneficiary on a life insurance policy on my life.

Name of Insurance Company:

Policy Number:

Contact Information:

I have designated St. Luke's Episcopal Church as a beneficiary to my retirement plan.

Name of Company or Custodian:

Contact Information:

I have established a Charitable Trust which names St. Luke's Episcopal Church as the final beneficiary.

Name of Trustee:

Contact Information:

I have designated St. Luke's Episcopal Church as a beneficiary to my Individual Retirement Account (IRA).

Name of Custodian:

Contact Information:

I have provided for St. Luke's Episcopal Church in some other way.

Please Explain:

Name of Your Estate and/or Trust Attorney:

St. Luke’s Episcopal Church is grateful for your thoughtful provisions which reflect a forward-looking view of the church’s future. We would like to provide appropriate recognition for your generosity and seek your permission to include your name as a member of the Good Shepherd Society in lists of donors.

* Estimated Value of Gift:

* I/We:

Do give permission to have my/our name(s) so included.

Do not give permission for my/our name(s) so included.

For publication purposes, please list my/our name(s) as:

* Date:

* Address:

* Phone number:

* Email:

* Digital signature | By adding my/our name(s) below we are offering a digital signature to this document.:

Yes, this is my digital signature

No, this is not my digital signature

* My/Our name(s) as digital signature:

If you have any questions or concerns, please contact The Rev. Matt Babcock – [email protected].

I consent to sharing the above information in accordance with the privacy policy

Submit

Thank you for providing for the future of St. Luke's. I will be in touch within 24 hours to confirm receipt of your form. - Mark Simmons