Planning for Our Future:

The Charitable Foundation of St. Peter's Episcopal Church

What is Planned Giving?
 
Planned giving, sometimes referred to as gift planning, may be defined as a method of supporting The Charitable Foundation of St. Peters Episcopal Church that enables you to make larger gifts than you could make from your income. A planned gift is any major gift, made in lifetime or at death as part of your overall financial and estate planning.
 

While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.

Directing Your Gifts

 

Bequests or lifetime gifts may be given with any of the following designations: 

 

  • Undesignated – allows the Foundation to use funds where most immediately needed

  • Building/Grounds/Cemetery – maintains and preserves the beauty and substance of this Holy ground

  • Youth – assures the education, training and spiritual well-being of our young people

  • Outreach – provides ongoing funds for the benefit of others and to make a difference in our world

  • Music – provides resources for various expressions of worship and ensures a vital music program

 

Donations to The Charitable Foundation of St. Peters Episcopal Church are separate from your annual stewardship which supports budgeted items for the church’s operations.

 

Consult your legal and tax advisor for specifics about the type of planned giving most appropriate for your financial situation.

Legacy Society

The purpose of the Legacy Society is to recognize those individuals and families who have remembered St. Peters Church in their estate plans through a documented gift.

 

Every year, members will be added to our Legacy Society Plaque and will be honored at an annual event. Members will be invited to special seminars and events on planned giving, financial and estate planning.

 

You may become a member of the Legacy Society by notifying us that you have named St. Peters in your will or estate planning.  

 

 

In 2004, the Vestry of St. Peter’s approved the formation of a foundation for our parish. The Charitable Foundation of St. Peter’s Episcopal Church was established as a 501(c)(3) non profit.

 

The purpose of the Foundation is to operate for the advancement of the work and ministry of St Peter’s Episcopal Church, and to establish and create an endowment which is necessary to perpetuate the functioning of the parish including its facilities, programs, and ministries.

 

The Foundation has no stockholders. It is directed by trustees composed of the Rector, Senior Warden, Vestry members and parishioners. Its members must be parishioners.

St. Peters Episcopal Parish

801 Atlantic Avenue

Fernandina Beach, FL 32034

(904) 261-4293

FAX (904) 277-1617

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