Planned Giving at St. George's

Please remember St. George's Church in your estate planning.

Rejoice in the knowledge you are creating a legacy for the spread of Christ’s Kingdom

The Planned Giving ministry at St. George’s Church encourages parishioners to consider a gift designated for the church’s endowment and held in perpetuity by St. George’s Trust. Because we are stewards of God’s bounty and the recipients of the generosity of our predecessors, we have an obligation to think of those who will come after us.

How we pass our financial and spiritual legacy to the future is Planned Giving. Earnings from any gift to St. George’s are used to enhance or ministries and assure that future generations in the church can continue to do God’s work. All gifts, given in love and no matter what size, will continue working forever.

Many parishioners would like to make larger charitable gifts to St. George’s, but concerns about personal and financial security may make these gifts seem impossible. The information on this site outlines ways you can make a meaningful gift while satisfying other important financial considerations, including tax-reductions and estate protection.

Confidentiality: All planned giving discussion at St. George’s will remain confidential.

St. George’s does not counsel parishioners on the legal and financial specifics of their estate plan. Contact Planned Giving committee chair Vicky Tarleton at 615-662-1517 to discuss how to include St. George’s in your estate plan.

Opportunities to Give Now

Why now? Giving now benefits both you and St. George’s. You will receive a tax deduction in the giving year, and St. George’s Trust will invest the gift for the church’s future immediately. Some examples of gifts you can give follow.

Cash, appreciated common stocks, or personal property gifts to St. George’s will help you avoid capital gains taxes and offer you a charitable deduction.

Charitable Gift Funds you set up at a mutual fund or community foundation can be directed to St. George’s (Minimum $5000)

Charitable Trust Funds you create such as a lead trust or remainder trust offer maximum flexibility. (Practical minimum $100,000)

Gifts that Also Provide Lifetime Income for the Donor

Many instruments will assure your future security while helping St. George’s.

A Charitable Gift Annuity is a simple contract between you and St. George’s offering you fixed income for life while supporting St. George’s ministries.

Pooled Income Funds are easy to set up and guarantee income for life based on the fund’s earnings. (Minimum $5000)

A Charitable Remainder Trust makes St. George’s the financial beneficiary but offers income for life to you in a flexible payout process. (Minimum $100,000)

A Life Estate Gift to St. George’s enables you to live on your property until death, assuring lifetime residency and current tax benefits.

Opportunities for Future Giving

There are many ways to make a planned gift to St. George’s in the future.

Bequests in your will are simple and name St. George’s Trust as the recipient of a specific dollar amount or percent of your estate. If you do not have a will, plesae consider writing one for the benefit of your children, family, and entire estate.

Life Insurance Policies are a simple method allowing you to name St. George’s as the beneficiary and multiplying the value of the legacy.

Retirement Funds (401ks, 403bs, and IRAs) enable you to name St. George’s as a beneficiary without being subject to taxes upon distribution.

Charitable Remainder Trusts offer you and your family lifetime income while benefiting St. George’s at the conclusion.

Charitable Lead Trusts enable St. George’s to receive income from the trust for a set number of years, ultimately returning the body of the trust to you or your named beneficiaries.

St. George's Legacy Society