Planned Giving Options

It is the goal of the Director of Stewardship and Planned Giving and the Vestry of St. Paul’s Episcopal Church to encourage all forms of charitable giving to provide current and future support for the work of the church staff and lay leadership. The following is a brief list of gift options. If you have questions or would like to privately discuss gift opportunities with a staff member, please contact the Director of Stewardship and Planned Giving.

Gifts of Stock – Publicly traded stocks and bonds may be electronically transferred, re-registered in the name of the church, or conveyed through use of a stock power form. The church will accept interests in mutual funds.

Gifts of Real or Tangible Personal Property – Real estate or personal assets may be contributed to the church. Procedures for Review of Gifts must be met before gifts are accepted.

Living Trust – Donors can create, with the assistance of their personal advisors, a trust to benefit St. Paul’s Episcopal Church, both during their lifetimes and after their deaths.

Charitable Remainder and Lead Trusts – While the church does not serve as trustee for these planned giving options, it encourages donors to discuss these giving opportunities with their professional advisor(s).

Charitable Gift Annuities – Contracts which provide a stream of income to donors and a remainder benefit to the church may be written using a variety of financial and other charitable institutions.

Gift of a Remainder Interest – Donors have the opportunity to contribute their home or farm for the future works of the church and maintain the ability to use these facilities for their lifetime(s).

Life Insurance Gift – Donors can gift an old or new life insurance policy with St. Paul’s Episcopal Church named as the beneficiary and owner providing an opportunity to make a significant gift to the church with little expenditure.

Retirement Plan Gift – Donors can make a gift by naming St. Paul’s Episcopal Church as charitable beneficiary of a retirement plan after the death of the plan holder. Under certain circumstances the Charitable IRA Rollover may also benefit St. Paul’s directly. Although not counted as a charitable deduction, rollover gifts waive the tax paid on RMD (required minimum distributions.)

Bequests and Beneficiary Designations – Donors can work with their attorney to make a charitable provision in their wills. Under certain circumstances, qualified retirement plan assets and individual retirement accounts (IRA’s), insurance policies and commercial annuities may be good assets to contribute to the church by designating St. Paul’s as a beneficiary. Sample language for including St. Paul’s in a will might be: I give, devise, and bequeath (state the amount, asset, or percentage of estate) to St. Paul’s Episcopal Church, 520 Summit Street, Winston-Salem, North Carolina 27101.