Giving for the Future

What is a planned gift?

Planned gifts are about leaving a legacy – or paying it forward. A planned gift typically comes from one’s total lifetime assets, while annual gifts come from one’s discretionary cash. These gifts might include equities, life insurance, real estate, personal property, retirement plan or cash.

Making a planned gift is a commitment to St. Paul’s long-term vitality because it helps ensure the parish will have the resources necessary to meet whatever the future holds. Such gifts – regardless of size – are something anyone and everyone can do.

Most Common Planned Gift Options

Bequests: Whether through a Will or trust, are the most common type of planned gift. Bequests fall into four broad categories:

Gift Annuities: A common type of planned gift is a charitable gift annuity which is a contract between a donor and a charitable organization

IRA & Donor Advised Funds are often an excellent choice to give to charity.

Charitable Trusts

Interested in Making a Gift to St. Paul’s?

If you are interested in making a planned gift to St. Paul’s, please be sure and include our legal name which is:

St. Paul’s Episcopal Church, Fort Fairfield, Maine

and our tax ID number:  #22-2528541

If you or your financial advisor have any questions about making a planned gift to St. Paul’s don’t hesitate to reach out to our Cluster administrator at aroostookepiscopalcluster@hotmail.com