Iona Society/Planned Giving

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, retirement accounts, or personal property) or deferred gifts.

St. Columba’s Iona Society was created to recognize parishioners who have made provision for St. Columba’s in their wills or estate planning. If you would like become of member of the Iona Society, please reach out to Heather Beck for more information.

Planned gifts are made as:

  • A bequest in a will
  • Retirement Accounts
  • Gifts of Special Assets (real estate, appreciated securities, life insurance)

To discuss including to St. Columba’s in your will and estate plans, contact Heather Beck, Director of Development and Stewardship.

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 your estate plans.

Sample Bequest Language Worksheet
Iona Society Confirmation Form

Iona Society Confirmation Form

Name(Required)
Email(Required)
Address(Required)
MM slash DD slash YYYY
I have provided for St. Columba’s Episcopal Church through:
Untitled
Consent(Required)