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.

So by definition, planned giving is not limited by donors’ current wealth. Unlike the value of donations, donors contribute on a recurring basis, planned giving enables them to contribute gifts that they wouldn’t ordinarily be able to make. The gifts donated end up being larger and aren’t dependent on one’s regular income. That’s why most planned gifts contributed by donors take the form of life insurance, equity, or real estate holdings (among others). Thus, even if a donor consistently contributed small gifts, their planned gift can be of a much higher value.

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

* Confidential Reply Form:

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

I have designated St. Luke’s Episcopal Church as a beneficiary to a qualified retirement plan.

I have provided for St. Luke’s Episcopal Church in a manner different from above.

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

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

If you designated St. Luke's as a beneficiary on a life insurance police, please list the carrier:

If you designated St. Luke's as a beneficiary to a qualified retirement plan, list the name of the company the retirement plan is through:

If you have established a Charitable Remainder Trust which names St. Luke's as the final beneficiary, what company is it through:

The clergy and the lay leadership of St. Luke’s Episcopal Church are grateful for your thoughtful provisions which reflect a forward-looking view of the church’s future. They 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 and on a plaque to be mounted in a visible spot in the church.

* 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 Director of Stewardship Mark Simmons at St. Luke's. You can reach him by phone at 404-873-7600 or by email at [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