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How to Give

How to Give

Giving to your preferred Episcopal charity or parish can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate your preferred Episcopal charity or parish as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
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  • Beneficiary Designation Gifts
    You can designate your preferred Episcopal charity or parish as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to our organization, ultimately to benefit your preferred Episcopal charity or parish in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust, administered by the Episcopal Church Foundation. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust, administered by the Episcopal Church Foundation. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to your preferred Episcopal charity or parish for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to the Episcopal Church Foundation, ultimately to benefit your preferred Episcopal charity or parish to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    Your preferred Episcopal charity or parish purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to your preferred Episcopal charity or parish but retain the right to use the property during your life.
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  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving or the remainder balance is distributed to your preferred Episcopal charity or parish, or may be held as a permanent endowment at ECF.
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  • Pooled Income Fund
    A pooled income fund is a special charitable fund. You can make a gift to our pooled income fund, ultimately to benefit your preferred Episcopal charity or parish, and receive tax and income benefits in return.
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  • IRA to Gift Annuity Rollover
    You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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