Commission on Stewardship
Planned Giving in the Episcopal Diocese of Atlanta
There ought to be an organization that could set great objectives for the work of the Christian Church. The difficulty with the Church is that too many people have great convictions about little things, and it is time that we have great convictions about great things.
The Rt. Rev. Henry Knox Sherrill, Founder
Episcopal Church Foundation, 1949
What is Planned Giving?
Planned Giving is defined as a systematic effort to identify and cultivate a person for the purpose of generating a major gift that is structured and that integrates sound personal, financial, and estate-planning concepts with the prospect’s plans for lifetime or testamentary giving. A planned gift has tax implications and is often transmitted through a legal document, such as a Will or a trust.
What is a Capital Campaign?
A capital campaign is defined as an organized drive to collect and accumulate substantial funds to finance major needs of an organization such as a building or major repair project.
What is an Endowment Fund?
An Endowment Fund is defined as the principal amount of gifts and bequests that are accepted subject to a requirement that the principal be maintained intact and invested to create a source of income for a foundation. Donors may require that the principal remain intact in perpetuity, or for a defined period of time or until sufficient assets have been accumulated to achieve a designated purpose.
How can the Diocese of Atlanta help your Parish?
Help is available through a collaboration of the Diocese of Atlanta and the Episcopal Church Foundation. The diocese will provide resources and program support through the work of Dr. Charles Gearing, recently retired from the Episcopal Church Foundation (ECF), and Charles also will be available to work as a consultant with individual parishes through the support of ECF. We now offer the full spectrum of fund raising services for the Episcopal Church in one place: discernment, annual giving, planned giving, capital campaigns, and investment management services for endowments and permanent funds.
For information click here
