Planned Giving and Legacy Gifts
Giving, serving and planning for the future make for good stewardship. A planned gift to Episcopal Relief & Development allows you to help save lives and transform communities while maximizing your financial benefit.
Learn About the Matthew 25 Legacy Society
Our Matthew 25 Legacy Society is a group of donors who sustain our work to save lives and transform communities through planned gifts such as bequests, life income gifts and charitable trusts.
Meet Some of Our Planned Giving Donors
Planned giving donors have the opportunity to support Episcopal Relief & Development’s work while also meeting their individual financial needs. Read some of their stories here.
Learn How You Can Become a Planned Giving Donor
By making a planned gift, you ensure that Episcopal Relief & Development can continue its critical work for years to come. In addition, some planned gifts provide income during your lifetime, while others help transfer assets and reduce or eliminate tax burdens. Our staff can help you you understand all of your options. Please contact us for more information.
One of the simplest and most common ways of making a planned gift is through a will or a living trust. A bequest in a will can take the form of a fixed dollar amount, a specific asset, a percentage of an estate, a trust, or the naming of a charitable organization such as Episcopal Relief & Development as a contingent beneficiary.
Prepare to Write Your Will: DOWNLOAD PDF
Sample Bequest Language: DOWNLOAD PDF
Life Income Gifts
One of the most popular planned giving options is establishing a life income gift. This instrument enables you to donate assets while you are still living, and to receive a consistent income stream for the rest of your life. Life income gifts allow you to obtain a charitable deduction for a portion of the gift and to receive an income payment based on various factors including age, type of gift and contribution amount. Age and contribution minimums may apply. Please contact us for more information.
Charitable Gift Annuity
Enables you to make a contribution to Episcopal Relief & Development and guarantee yourself (or a beneficiary) an income for life. The annuity is a contract between the donor and the Episcopal Church Foundation, which guarantees a fixed rate of return or payout rate based on the age(s) of the donor(s) and/or named beneficiary(ies).
Create a Charitable Gift Annuity: DOWNLOAD PDF
Pooled Income Fund
Combines or “pools” a donor’s gift together with others in a diversified investment portfolio managed by a team of financial professionals. You and your designated beneficiaries receive an income for life based on your share of the return on the investments. Upon the death of the final beneficiary, the principal will go to Episcopal Relief & Development.
Participate in a Pooled Income Fund: DOWNLOAD PDF
Charitable Remainder Trust
Sets up a tax-exempt irrevocable trust arrangement in which the donor transfers cash or assets (such as appreciated securities or stock) to the trust and can receive income for life or a term up to 20 years. At the death of the final beneficiary (or end of the term), the remainder will go to Episcopal Relief & Development. There are two types of charitable remainder trusts: the charitable remainder unitrust (CRUT), where the income varies with the value of the trust, and the charitable remainder annuity trust (CRAT), in which the income is fixed based on the initial funding value of the trust. Please be sure to speak with your financial advisor about the best instrument to meet your needs.
Establish a Trust: DOWNLOAD PDF
IRA Charitable Rollover Gifts
If you are 70-1/2 or older, you can make a contribution from your IRA simply by instructing your plan administrator to make the transfer directly to Episcopal Relief & Development. You are allowed to transfer up to $100,000 a year to the charities of your choice. Visit this page to learn more.
Charitable Lead Trust
Allows a donor to transfer assets to a trust that pays income (donor/trustees determine the payout rate) to Episcopal Relief & Development for a set term of years. At the end of the term, the remainder transfers back to the donor or heirs. You receive a tax deduction, and the contribution may reduce estate taxes.
Charitable Life Estate Contract
Enables the donor to deed real property to Episcopal Relief & Development while retaining the right to reside in the property while living. You receive a tax deduction and the property may avoid estate taxes and capital gains tax. The contract must specify who pays for maintenance, taxes, insurance and other fees on the property. Vacation property and domiciles may be used, but businesses may not.
Permits a donor to purchase a life insurance policy and name Episcopal Relief & Development as the owner and beneficiary. You can contribute to Episcopal Relief & Development to pay for the premiums and receive a deduction for the contribution. If you make Episcopal Relief & Development the owner and beneficiary of an existing policy, you get an additional deduction for the current value of the policy.