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Creating Planned Gifts
What is a Planned Gift?
A planned gift is one that is legally completed during the donor’s lifetime but whose principal benefits most often do not accrue to St. George’s until some future date – usually after the death of the donor. Most often, planned gifts are earmarked for the general endowment or a specific endowed church program – using a portion of the earnings each year to support that effort, in perpetuity. It is your legacy to your church.
How Can I Make a Planned Gift?
Contact your attorney or financial advisor to discern what form of planned gift is best for you and complies with St. George’s Gift Acceptance Policy. Also, it is important to note that state, federal and estate tax laws can change at any time.
For more specific information about supporting St. George’s through a planned gift, please download this printable Cornerstone Society brochure and Enrollment Form.
Laura Zabaski, Parish Administrative Officer | 615-385-2150 x 242 or firstname.lastname@example.org
Gifts of Stock or Mutual Funds
If you plan to give a gift of stock or mutual funds, please contact Laura Zabaski, Parish Administrative Officer at 615-385-2150 x 242 or email@example.com or Calvin Lewis, Managing Director of Investments with Wells Fargo Advisors at 615-744-2716 or firstname.lastname@example.org.
The following information will be needed:
- Your name
- Name of the stock or mutual fund
- Number of shares you are donating
- Allocation of the gift
Once the transfer is completed and assuming the stock had been held for one year, your income tax deduction will be the average between the high and low price of the stock on the date that the stock actually was received in the account of the church. A letter of confirmation from St. George’s will be sent to you containing this information.
When you shop at AmazonSmile, a portion of the proceeds go back to St. George's. Start by using this link to St. George's account with AmazonSmile, then shop and make your purchases as usual.
Kroger Community Rewards®
You can now convert your Kroger® Plus Card points to cash and send them to St. George’s Church! Visit the Kroger Community Rewards page for more details at krogercommunityrewards.com and use St. George's Organization Number IF161. This is a great way to donate all of those unused Kroger® points each month.