Planned Giving Home

BISHOP'S SOCIETY MEMBERS SHARE

AFTER ALL IS SAID AND
DONE, PAY IT FORWARD

By Barb Lagozzino
St. Alban's Episcopal Church, Edmonds, Washington

PLANNING AS GOOD STEWARDSHIP

By Dale Rammerman
Christ Church, Anacortes

WHAT DO WE LEAVE BEHIND?

By Sheila Preston Comerford
Trinity Parish, Seattle

MY LEGACY TESTIMONIAL

By The Rev. Jerry Shigaki
Canon for Multi-cultural Ministries

ACTING ON VALUES

By Nancy & Bob Jacobs
St. Margaret's, Bellevue

MY LEGACY WITNESS

By The Rev. Tom Bigelow
St. Clement, Seattle

Welcome to the Diocese of Olympia
Planned Giving Website
PENTECOST 2010

"The Friend, the Holy Spirit whom the Father will send at my request, will make everything plain to you. He will remind you of all the things I have told you. I'm leaving you well and whole. That's my parting gift to you. Peace." John 14: 25-26

The gift of the Holy Spirit will leave us well and whole, at Peace. But that does not mean we can afford to skip the preparation for resurrection life. I invite you to use our Life Planning Manual to get your plans in order. If you've already acted on your values and remembered your church or any Episcopal ministry in your will or estate plans with a legacy gift, you qualify as a member of the Bishop's Society. Let me know and I'll send you a purple bookmark and lapel pin and invite you to a barbecue this summer with Bishop Rickel as a way to stay thank you.

Sharon Pethers, Administrative Assistant 206-325-4200, ext. 2041 email: spethers@ecww.org

PLANNED GIFTS TO YOUR CHURCH

Bequest in your will: "I give, devise and bequeath to (name of church, city, state) ( ___%
of my estate, or a specific sum of money, or description of property, or "the rest residue and remainder of my estate") to be used for its general tax-exempt purposes and without restrictions as to use."

Gifts of Life Insurance: You can purchase a new policy and make the church the owner and beneficiary; the premiums can be made as contributions to the church and be deductible. Or, you can make the church beneficiary of a percentage or all of an existing policy by simply updating the beneficiary form. Contact your company for a new beneficiary form.

IRA, Retirement Plans: You can make the church a beneficiary of a percentage or all of your remaining IRA or retirement plans by changing the beneficiary form. The church does not pay tax on these while your heirs will.

Gifts That Provide An Income: Charitable Gift Annuities and Charitable Trusts offer a guaranteed income, tax advantages, and a gift to your church upon your death.

Here are some other stories and ways to do legacy giving.

Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

My Legacy Witness
Hi. My name is Tom Bigelow and I retired from being the Rector of St. Luke's in Renton in 2004. During my last year there we had a blessed event that I want to tell you about. More on My Legacy Witness >>.

Bequests
Joe and Anna have been faithful members of their church for many years. It is where they worship and pray and find community and support. While they give generously and joyfully to support the church now, they want to provide a legacy gift to fund future mission and ministry from their estate. The most common way to make a legacy gift is to add a bequest to your will. More on Bequests >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Diocese of Olympia. More on Easy IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Diocese of Olympia The Episcopal Church in Western Washington

Contact

Diocese of Olympia
The Episcopal Church in Western Washington