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What is Planned Giving?

"Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms."
PETER 4:10

Planned giving encompasses a variety of ways that gifts can be made to the church from accumulated resources. It usually involves financial or estate planning; however, it is not reserved for the wealthy.

Planned giving establishes a way for a donor to provide for family members while remembering the church, as well. It often enables the donor to provide more for his/her heirs and to make a larger gift than thought possible. It often reduces taxes. Planned gifts can be designated for an organization’s general fund (“Operating Fund”) or for its endowment (“The Endowment Fund”). Planned gifts are either outright gifts (e.g., gifts of appreciated securities, real property, or personal property) or deferred gifts (e.g., charitable gift annuities or charitable trusts).

Planned gifts are made as:

  • A bequest in a will
  • A life income gift such as a pooled income fund, a charitable gift annuity, or a charitable remainder trust
  • Gifts of Special Assets (real estate, closely held stock, life insurance)

To discuss making a planned gift to St. Columba’s, contact Bronwyn Roy, Director of Stewardship and Development, at (202) 33-4119, x229.

Given the complexities of the rules relating to tax deductions for charitable giving, it is important that you consult an attorney or professional advisor when considering bequests, trusts, gift annuities and other options

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Important Links

Stock Transfer Form

Endowment Gift and Investment Policy 2020