Making a Difference through your Estate
Including St. Elizabeth’s in your estate plan allows you to support the parish in ways that can make a difference beyond your lifetime. Your gift can be designated if you so desire, and depending on its size, may be used to create a fund named in your or another person’s memory or honor.
Bequests, Wills and Designated Beneficiaries
The simplest way to make a planned gift is by naming the parish in your will. A bequest is a meaningful way to support our work without affecting your cash flow during your lifetime. Your attorney can include it when you prepare or revise your will or you can add a codicil at any time.
Another easy option is to name St. Elizabeth’s as a beneficiary of a life insurance policy, health savings plan, or other account that requires a beneficiary. This can often be done by accessing your account online.
Charitable Remainder Trusts, Pooled Income Funds, and other Options
The Episcopal Church Foundation’s website is a wonderful resource to learn more about options for supporting our parish through estate planning. If you have any questions about designating a planned gift and/or naming opportunities, please contact Father John.
You can also download ECF’s general brochure on different types of planned gifts for more information.