Planned Giving

A planned gift means, simply, to designate resources in your estate for Holy Communion. You need not consider yourself wealthy to make a planned gift. All gifts work to sustain and grow our parish. Every penny counts and will be received with gratitude and celebration. Your planned gift will not prevent you from passing on your resources to family and loved ones.

When making a planned gift to Holy Communion, you may determine its use. Many direct their gifts to the Robert Fund endowment, which provides a source of income for the needs of the church that will continue to grow as interest accrues over time. Others give to the Ellicock fund which supports our music ministry, or the

In addition to our endowments Holy Communion’s primary sources of funding come from annual pledge income and non-pledged gifts (such as Christmas or Easter offerings). All gifts help, but well-funded endowments are essential to a stable and vital future for Holy Communion’s  ministry, as the investment income will continue to supplement the operating budget and new initiatives.

How to Make a Planned Gift

There are countless ways to ensure the legacy of your generous spirit at Holy Communion. They include:

  • A Bequest in a Will A bequest is the easiest and most common way of making a planned gift, designating a specific amount of money, a percentage of an estate, or a specific asset.

  • Life Income Gifts Life income gifts include a charitable gift annuity, a charitable remainder trust, or a pooled income fund.

  • Life Insurance You may purchase a new policy, making Holy Communion the owner and beneficiary, or do the same with an existing policy you no longer need.

  • Life Estate A life estate allows you to deed your home, vacation property, or condominium to Holy Communion and retain the right to live in the property.

With a trusted financial planner you may wish to explore additional types of gifts such as Charitable Gift Annuities, Charitable Remainder Trusts, or Charitable Lead Trusts.

If you decide to make a planned gift

Please contact the rector or the director of operations.