1. the Episcopal Diocese of Virginia Planned Giving Program

2. Planned giving is an integral and vital part of the Diocese’s stewardship program. Planned giving provides not only deferred gifts but also current gifts for local congregations that go to support the annual budget and capital campaigns.
It helps people impact more lives for Jesus.

3. Level One
The Diocese Stewardship Committee members can deliver the message to local congregations about the importance of planned giving in their stewardship programs and make them aware of the planned giving materials available from the Diocese and the Episcopal Church Foundation. Specifically the points to be made are:
Planned giving provides current gifts for the annual budget and capital campaigns.
It encourages people to include their church in their estate plans.
It can build a church’s endowment.
It enables people to make gifts they otherwise would not be able to make.

4. Talk about the specifics of different planned gifts.
Level Two
The Diocese Stewardship Committee will provide a planned giving professional to make a presentation to a local churches to:
Talk about the specifics of different planned gifts.
What assets to use to make these gifts.
How to structure planned gifts working with the donor’s professional advisors (attorney, CPA).
How to create a legacy for the programs and ministries of their local churches not only through their estate but while they are living.

5. Types of Giving
Annual giving
Supports the church budget
Capital Campaigns
Planned Giving

6. Types of Planned Gifts
Bequests through a will or revocable trust
Percentage or specific amount
Residual in retirement accounts and US Savings Bonds
Gift of paid up insurance policy
For donors 70 ½ and older up to $100,000 a year from their IRA’s
Gifts of real estate
Share proceeds of sale
Retained life estate
Life Income Gifts
Charitable Gift Annuity
Charitable Remainder Trust
Charitable Lead Trust

7. Gifts of real estate
Share proceeds of sale
Retained life estate
Life Income Gifts
Charitable Gift Annuity
Deferred Payment Gift Annuity
Charitable Remainder Trust
Charitable Lead Trust