Thursday, February 25, 2010 | Last Updated Thursday, June 10, 2010 13:07 Pacific/Honolulu
Resources
[Links to documents on this page will be added.]
In my role a Treasurer for the Diocese, my goal is to provide encouragement and a “how to” approach for putting together, or expanding an existing, Planned Giving program for your church or agency.
For church or agency leaders who are interested in setting up a planned giving program we will begin by helping you set up policies and procedures for your program. Then, we will help you with *communications to your congregation and supporters regarding the program. And last, we will help you set up procedures to record gifts and recognize your donors.
In the churches and agencies where planned giving programs are in place we have the opportunity to evaluate your approach *so it will be well received by your congregation. And, we will help you to discover what is missing in your program and what needs strengthening.
The core of any planned giving program is people. Members will benefit from a Charitable Gift Annuity that guarantees a steady income for life while leaving a legacy for their church. Others will benefit from assistance with an issue they may be uncomfortable with – end of life planning. We have materials to assist you in supporting your church such as booklets on life planning which include funeral planning, medical directive, wills and living trusts, sample bequest forms, and fill-in charts regarding financial information so your beneficiaries can locate your documents. Also, we will be here for any support or questions you may have along the way.
I look forward to working with you!
Peter Pereira
Stewards of Thy Abundance
In the Episcopal Church we believe that your estate plan should reflect your values. We have a booklet, "Stewards of Thy Abundance" that provides the information you need to set up a medical directive, plan your funeral service and write your will or living trust. You can download a copy from the website, or call us at (808) 536-7776 extension 307, or email us with your information and we will send you a copy.Legacy Society
Download Legacy Society BrochureAds
Use these ads for your church newsletter. Files are high resolution pdf format. Add your contact information [church name, address, phone, email] to the blank area in the ad.Wave Ad
"Churchill" ad
"Timeless" ad
"Unchanging" ad
Gift Annuity ad
Articles
Use these articles as hand-outs or publish them in your newsletter. Files are in Word format.- A Gentle Nudge [wills]
- A River Runs Through Us [Endowments. Contact Peter for help with endowments]
- Candlelight [endowments]
- Don’t Do This with Your Will [wills and living trusts]
- Double Meanings [wills and living trusts]
- Five Ways a Gift Annuity Can Benefit You [charitable gift annuities]
- Gift Annuity Letter [gift annuity]
- In Memorandum Letter to Family
- Making Waves for the Future [can go with "wave" ad]
Planned Giving Time Line
A suggested Planned Giving Timeline for your use plus some planning advice. For more information and planning assistance, contact Mr. Peter Pereira.The Episcopal Church in Hawai'i Pooled Endowment Fund (TECH)
The investment of funds within the Pooled Endowment Fund (the “Fund”) of The Episcopal Church in Hawai`i (“TECH”) is for the exclusive purpose of fulfilling income requirements of The Episcopal Diocese of Hawai`i, its parishes, missions and beneficiaries, and maintaining or enhancing the long-term purchasing value of their assets. downloadThe Episcopal Church Foundation's Planned Giving Investment Policy Statement
The purpose of this Investment Policy Statement is to establish a clear understanding of the philosophy and the investment objectives for the Episcopal Church Foundation Life Income Plan portfolios (hereinafter, “Program”). This document will further describe the standards that will be utilized by the Program in monitoring investment performance, as well as serve as a guideline for any investment manager retained. downloadThe Episcopal Church Foundation's Planned Giving Marketing Newsletter
The Episcopal Church Foundation site has print advertising, articles and bulletin inserts to assist you in your planned giving efforts.Click here to access these resources. (Site will open in a new window)
Brochures
Making A Planned Gift
As Episcopalians we all have our own personal reasons for wanting to make a planned gift to support the organizations and ministries that are meaningful to us.Our "Making a Planned Gift" booklet gives you a basic understanding and describes the different ways of giving through immediate, deferred or life income gifts.
Planning for the End of Life
Writing a will is essential if you want to control what happens to your family and your possessions after death. Appointing trustees and executors, naming guardians for young children and deciding how you would like your worldly goods distributed will give you peace of mind and relieve your loved ones of the burden of those decisions.In the Episcopal Church we believe that your estate plan should reflect your values.
Our Planning for the End of Life booklet provides the information you need to set up:
• A medial directive • Planning your funeral service • Preparing to write your will Download PDF
Charitable Gift Annuities
Through a charitable gift annuity you can make a gift to your church, diocese or Episcopal organization and guarantee yourself, or another beneficiary you name, an income for life.The minimum amount required to establish a charitable gift annuity through the Episcopal Church Foundation is $5,000.
Our Charitable Gift Annuities booklet provides you, a prospective donor, with information about the Foundation’s charitable gift annuity program and how you might create one.
Charitable Remainder Trusts
A charitable remainder trust allows you to make a significant gift to your local Episcopal church, diocese or Episcopal organization while retaining the right for you and/or one or more designated beneficiaries to receive income payments over a specified period of time.In establishing a charitable remainder trust, you may transfer cash, securities and/or other property to a trustee who is responsible for investing and reinvesting those assets, together with any income therefrom, and for making distributions to you and/or your designated beneficiary(ies). At the death of the last income beneficiary, the remainder of the trust is distributed to the church(es) you named. For more information, see the Charitable Remainder Trusts booklet.
Booklets
The Ministry of Gift Planning
Gift planning encompasses a variety of ways that gifts can be made to the church from accumulated resources. Although it usually involves financial or estate planning, it is not reserved for the wealthy. Gift planning is a means by which anyone concerned with the wise use of his or her personal resources makes a considered choice about their ultimate disposition. Download a Ministry of Gift Planning brochure.Create A Charitable Gift Annuity
A charitable gift annuity enables you to make a substantial gift to your church, diocese, or another Episcopal organization now and receive guaranteed income for life. This is one way to put your treasure where your heart is — in the church — and still take care of your needs and those of your family.This brochure explains how you can establish a charitable gift annuity through the Episcopal Church Foundation. Download PDF
Establish a Trust
A trust can be a useful estate planning tool that allows you to ensure the financial well-being of your family and, if appropriate, provide a significant deferred gift to your church. A trust, in its simplest form, is the holding of legal title to property by one party (the trustee) for the benefit of another (the beneficiary).This brochure provides the information you need at all stages of setting up a trust. Download brochure.
Participate in a Pooled Income Fund
Participating in a pooled income fund is like planting a fruit tree that bears fruit for you and then supports the ministries of the church after you are gone. A pooled income fund enables donors to make gifts to their parish, diocese, or other Episcopal organizations and receive an income from that gift for life.This brochure explains how a pooled income fund works and its many advantages to you.
Prepare to Write your Will
Preparing a will is a loving and responsible act for the sake of your family. Dying without a will is difficult for the family at best.This brochure provides you with a few helpful suggestions on how to prepare to write your will, the ultimate exercise in Christian stewardship.