Planned Giving

What is planned giving?

Planned giving encompasses a variety of ways that gifts can be made to the church from accumulated resources. It usually involves financial or estate planning; however, it is not reserved for the wealthy.

Planned giving establishes a way for a donor to provide for family members while remembering the church as well. It often enables the donor to provide more for his or her heirs and to make a larger gift than thought possible. It often reduces taxes. Planned gifts can be designated for an organization's general fund ("Operating Fund") or for its endowment ("St. Paul's Foundation"). Planned gifts are either outright gifts (e.g., gifts of appreciated securities, real property, or personal property) or deferred gifts (e.g., charitable gift annuities or charitable trusts).

How are planned gifts made?

• A Bequest in a Will
   
• A Life Income Gift such as a pooled income fund, a charitable gift annuity, or a charitable remainder trust
   
• Gifts of Special Assets (real estate, closely held stock, life insurance)

How do I make a planned gift?

Please contact Maria Halloran in the parish office to discuss ways to make a planned gift to St. Paul's Church.  Maria can be reached at 703-549-3312 ext. 21.