Planned Giving/ End of Life 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, or personal property) or deferred gifts (e.g., charitable gift annuities or charitable trusts).

St. Columba's Iona Society was created approximately 30 years ago under then rector Bill Tully’s leadership 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 Bronwyn Roy for more information.

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)

Sample Bequest Language Worksheet
Iona Society Membership Form

To discuss making a planned gift to St. Columba’s, contact Bronwyn Roy, Director of Strategic Engagement.

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