Planned Giving
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others.
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New Parish Endowment EstablishedThe charitable remainder trust that J. William DePoy established in 1991 has matured and created a permanent endowment fund in his name.
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A House for GodFormer music director Baron Smith (in portrait) and his wife Ruth made a gift of their home to Epiphany, San Carlos.
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New Endowment FundBishop Marc recently joined True Sunshine rector The Rev. Franco Kwan in thanking Dr. Raymond and Lucille Lee for establishing an endowment fund at the diocese to benefit their parish.
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Turning Real Estate into Trouble-Free IncomeAfter Arden and I retired from teaching in the Oakland schools and were thinking about moving into St. Paul's Towers, we researched the best way to convert our rental real estate into dependable income.
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It Just Makes Good Sense"Can I get a gift annuity from you to support my parish?" That's what I wanted to know when I called the Diocese Gift Planning Office.
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Gift Annuities are the Greatest!"A gift annuity is the best way to give," Mike exclaimed. "You get great income plus a good tax deduction."
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An Annuity Gift for Episcopal CharitiesEpiscopal Charities recently received a gift of $35,000 from the late Susan Crosier. The gift came as a result of gift annuity that Susan had taken out and that paid her income for her lifetime.
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It Does Good in Every DirectionWhen I looked ahead, I was looking for a way to ensure that Charlaine would have adequate income in the years that lie ahead. We also hoped that we could further help Church of Our Saviour.
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A Caretaker of Funds for ChristMy uncle had a profound influence on my life. When he died, he passed on to my aunt an inheritance part of which has now come down to me. The gift that I want to make is simply a tithe on what I have received.
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Benefits From David Owlett's AnnuityThe gift annuity that provided Good Shepherd, Belmont member David Owlett with income during his lifetime, now at his death has resulted in a generous gift to both his parish and Episcopal Charities.
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Part Gift and Part SaleSusan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Deferred Gift AnnuitySeveral years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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Capital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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Peace of Mind Gift AnnuityMany years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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Tax-Free SaleHoward and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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BequestsJoe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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Give it Twice TrustWhile visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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Providing for Our Children's FutureJoe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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