Planned Giving

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Planned Giving

Members and friends of Atonement often include our church in their will or insurance bequests.   These gifts can be in various forms:

Bequest- Include the Church of the Atonement in your will or trust for a specific dollar amount, a percentage of your estate, or another type of provision to make a thoughtful gift to the Church.  

Cash: All gifts by check shall be accepted by the Church of the Atonement regardless of amount. Checks shall be made payable to the Episcopal Church of the Atonement. 

Publicly Traded Securities: Readily marketable securities, such as those traded on a stock exchange, can be accepted by the Church of the Atonement.

Closely Held Securities: Non-publicly traded securities may be accepted after consultation with the Endowment Guild.

Tangible Personal Property: Any gift of tangible personal property shall be referred to the Endowment Guild prior to acceptance. A gift of jewelry, collections, equipment and software shall be assessed for its value to the Church of the Atonement which may be realized by either being sold or by being used in connection with the church.

Life Insurance: Name the Church of the Atonement as beneficiary of all or a percentage of a fully paid life insurance policy you may no longer need and you may receive a charitable estate tax deduction for the portion you designate for charity.

Real Estate: Gifts of homes or real property offer benefits, too, depending on the donor's situation. Real property gifts may include gifts of a primary residence or a vacation home. In some cases the donor may choose to remain in the home for his or her life after the home is deeded to the Church of the Atonement and still be eligible to receive tax savings. Real estate gifts are subject to review by the Church of the Atonement.

Charitable Gift Annuity: To establish a charitable gift annuity, a donor makes a gift of cash or appreciated securities to the Church of the Atonement. In exchange, the donor is eligible to receive a charitable income tax deduction and receives annual (or quarterly, or semiannual) payments for life. Payment amounts may be made to the donor or to another person and are based on the age of the person receiving the payments.

Charitable Remainder Trust: A charitable remainder trust is established when cash or securities or another asset are transferred to a trust. The donor or another person receives payments from the trust for life or for a term of years (not exceeding 20). At the end of the lifetime or term of years, the trust terminates and the assets pass to the parish.

Charitable Lead Trust: A charitable lead trust is established when cash or securities or another asset are transferred to a trust. The donor arranges for one or more charities to receive payments from the trust. At the end of the trust term, the assets pass to the donor or family members.

Retirement Planned Assets: Name the Church of the Atonement as a percentage beneficiary of your retirement plan assets and your estate will receive the appropriate charitable estate tax deduction.

 

 NOTE: Please consult your attorney or other advisor(s) before making a bequest or planned gift.