Stewardship
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Ways to Give
♦  Give now on line or download a form.
♦  Download a pledge form.
♦  Give by sending a text.
♦  Gifts of Gift of Stock.
♦  Tribute Gifts in memory or honor.
♦  Participate in our Church Ministries.
♦  Visit Amazon.com A portion of your purchase comes back to Saint Boniface to support our ministries.
 
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TYPES OF LEGACY GIFTS
 
 
Bequest in a Will
A will is the most straight forward and common of planned gifts. Several options are listed below.
 
  • Make an outright bequest of a specified dollar amount, a specified percentage of the estate, or a specific asset.
  • Name Saint Boniface Church as a remainder beneficiary to receive remaining funds once previously named bequests/beneficiaries, expenses and taxes have been covered.
  • Name Saint Boniface Church as a contingent beneficiary to receive funds if other named beneficiaries are no longer living;
  • Add a codicil to an existing will, to avoid rewriting the entirety of the will.
 
Sample language: “I bequeath to the Endowment of St Boniface Episcopal Church, 5615 Midnight Pass Road, Sarasota, Florida, ____% of my estate [or the sum of $_______; or _____ asset].”
 
 
Real Estate and other Appreciated Property
You can benefit Saint Boniface Church using real estate or other real property by:
  • Giving the property outright.
  • Selling the property and donating the proceeds to Saint Boniface Church.
  • Transferring the title or deed to Saint Boniface Church while you continue to use and benefit from the property and any proceeds during your lifetime.
  • Using appreciated property to establish a deferred Gift.
 
Gifts that also Provide Lifetime Income to the Donor          
Establishing an instruments such as a Charitable Gift Annuity, or a Charitable Remainder Trust, or a Pooled Income Fund allows you to convert an asset that has appreciated, yet that has a low yield, into a gift to Saint Boniface Church. This gift can, at the same time, provide a steady income stream to you or your named beneficiary. In addition, these planned giving tools may also provide deductions in income tax, capital gains tax and/or estate tax.
 
 
Life Insurance
Naming Saint Boniface Church as a beneficiary of a new or existing life insurance policy is one of the easiest, most affordable ways to provide for the future ministries of Saint Boniface Church. In some cases you may receive a tax deduction, and future premiums may be tax deductible.
 
 
A financial planner, attorney or other such professional can further explain the details of each of the above, and help determine which would be right for you.

 

Last Published: September 26, 2013 4:15 PM