Legacy Giving

Steps to Creating a Gift Planning Program

Acknowledgement of Sources

Overview

Structure

Awareness

- How People Give

- Why People Give

- Engage People to Give

- Awareness Activities

Response

Sample Endowment Resolution & Policies

Clergy Questions

Letter Announcing Legacy Program

Episcopal Church Foundation in West Texas

Statement of Information

Services to Congregations and Individuals

Investing Definitions

Total Return Policy

Give Your House Now

Programs

Legacy Society

Legacy Events

- Wills Workshop

- Wills Writing Program

- Christian Witness Forum

- Final Affairs Fair

Year Round Stewardship

Articles & Samples

Cresendo Samples

- PPT Presentation

- Brochures

- Newsletter Ads

Bulletin/Articles Samples

- Legacy Stewardship

- Hugh Magers

Preparing to Write a Will

Kinds of Planned Gifts

The Will that Texas Wrote

 

 

 
   
  Department | Annual Giving | Capital Giving |Legacy Giving |Statistics | Resources  

Preparing to Write a Will

Can I witness to my faith in my estate planning?

Christian Preamble to your will provides a significant opportunity to share your faith with family and friends. Through this personal statement of your faith, an important message will be delivered to those who love and know you best. This message of faith comes at a time of grief and loss and serves as a reminder to them to place their trust in Jesus Christ as you have done. Remember this may be the last document they read about you, their loved one.

Together with your attorney as you prepare your Will/Estate Plan give prayerful consideration to adding a Christian Preamble such as:

I_______________________, of the City of ______________________,

County of_________________, and State of ______________________,

Being of sound mind and memory and being under no restraint, do make, declare and publish this my last will and testament, hereby revoking all wills and codicils heretofore made by me.

In thanksgiving to God for the gifts of life given in baptism, and for the many blessings God has showered upon me; and in thanksgiving to God for the gifts of faith and hope through Jesus Christ; and in thanksgiving to God for the gifts of nurture and love through the Church where we have shared faith and fellowship; I now commend my loved ones to grow in this same faith, being true to their own baptisms, knowing that God will continue to provide for them in their lifetimes; I encourage them to place their faith and trust in our Lord and Savior.

I know, therefore…. [and then the particulars of the will would follow, leaving gifts to family and friends, but also an articulation of the gifts you leave to the various ministries of the Church].

For assistance with Wills/Estate Planning/Planned Giving seminars, call:

Episcopal Church Foundation in West Texas

PO Box 6885

111 Torcido

San Antonio, TX  78209

(210 or 888) 824-5387

Fax (210) 824-2164

Adapted with special thanks to the Evangelical Lutheran Church in America.


Sample Forms of Bequest

Specific Amount:

I, ________________________________________, hereby give, devise,

and bequeath to the Rector,Wardens, and Vestry of Your Episcopal

Church, 123 Main Street, Anywhere,MyState, 00000, the sum of $XX,XXX

to be used at their discretion to assist in the ministries of the Church.

Percentage Amount:

I, ________________________________________, hereby give, devise,

and bequeath to the Rector,Wardens, and Vestry of Your Episcopal

Church, 123 Main Street, Anywhere,MyState, 00000, XX% of the rest,

residue, and remainder of my estate, to be used at their discretion to assist

in the ministries of the Church.

Contingency Bequest:

In the event the beneficiaries of bequests and devises herein

predecease me, or, in the case of institutions, cease to be organizations

described in section 501(c)(3) of the Internal Revenue Code,

I, _______________________________, hereby give, devise, and

bequeath to the Rector,Wardens, and Vestry of Your Episcopal Church,

123 Main Street, Anywhere, MyState, rest, residue and remainder of

my estate, to be used at their discretion to assist in the ministries of

the Church.

PO Box 6885, San Antonio, TX  78209 (210 or 888) 824-5387 © All God's Stewards