Planned Giving | The Church Foundation
Logo of The Church Foundation with a circular emblem featuring three crowns on a cross, established in 1926, and accompanying text in blue.

PLANNED GIVING

Logo of The Church Foundation, featuring a yellow cross with three crowns, encircled by red and blue, labeled "Incorporated 1926."
The commitment we feel for our families is mirrored in our dedication to our church and diocesan community. Through planned giving, we can help ensure that the ministries we care about today remain strong in the years ahead.
The term planned giving encompasses various ways that financial gifts can be given from existing resources as part of an individual or family’s financial or estate planning. Planned giving programs offer the ability for a donor to provide for family members while at the same time remembering their church and diocesan family after they are gone. It is a statement of belief and demonstrates a commitment that stretches beyond our lifetime to benefit future generations.

There are multiple ways for individuals to give monetary gifts to any Episcopal affiliated organization within the Diocese of Pennsylvania. Planned giving is not just for the wealthy; it is for everyone and is essential to continuing the financial health and wellbeing of Episcopal entities.

VIEW PLANNED GIVING RESOURCES HERE

WHY PLANNED GIVING?

  • Giving in any form allows us to support a specific cause or organization; planned giving goes even further and provides the ability to support beloved ministries and organizations beyond one’s lifetime.
  • A planned gift allows an individual to express their values.
  • Planned giving is a significant expression of your love for both your family and church.
  • Parishioners can ensure that the ministries they genuinely care about will continue to thrive.
    Planned giving offers the ability to make a charitable gift while at the same time gaining tax and estate planning benefits.

CHARITABLE BEQUESTS

Gifts to a charitable organization can be made as part of a will or trust.

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LIFE INCOME GIFTS

As we get older, it is normal to think about the kind of legacy we would like to leave behind after we are gone.

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OTHER GIVING PLANS

Beneficiary Designation Gifts

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END-OF-LIFE PLANNING

Let your values guide your legacy.
Thoughtful end-of-life planning is a meaningful way to care for your family and honor what matters most to you. By naming guardians for children or dependents, appointing trusted executors or trustees, and making clear how your assets should be distributed, you offer clarity and peace of mind—both for yourself and for your loved ones.

We know that beginning this process can feel overwhelming, but you don’t have to do it alone. Our printable End-of-Life Planning Booklet is a simple tool to help you take the first step toward protecting your legacy and supporting those you care about.

VIEW END-OF-LIFE RESOURCES HERE
Materials for endowment and legacy planning workshops displayed on a table, featuring brochures, a mouse, a laptop, and small chocolates.

“For where your treasure is, there your heart will be also.”
-Luke 12:34