YOUR GIFT TO FUTURE GENERATIONS
We are called to examine how legacy giving allows us to transfer accumulated assets from one generation of followers to future generations, thus enabling the light of Christ to continue to shine in our community and the world.
THE ST. PETER’S LEGACY SOCIETY
The St. Peter’s Legacy Society is a faithful group of individuals who have expressed their commitment to the ministries of St. Peter’s Episcopal Church in Rome, Georgia, for future generations in our community and the world by providing in their estate plans for the life and ministry of St. Peter’s.
HOW TO BECOME A MEMBER
You may become a member of the St. Peter’s Legacy Society by making a planned gift to the parish. Founding members of the Society are those parishioners who make this commitment before January 1, 2010. By joining St. Peter’s Legacy Society, you will also become a member of the Bishop C. Judson Child Heritage Circle which honors all members of the Diocese of Atlanta who have made a planned gift within the diocese.
Membership provides an acknowledgement of your generosity and also allows you the opportunity to bear witness to your very important Christian decision to be a faithful steward of your accumulated assets.
Your gift will demonstrate your strong commitment to assure that the vital ministries and presence of St. Peter’s will increase and continue strong through St. Peter’s Endowment during your life and long after your death.
HOW TO MAKE A PLANNED GIFT
Gifts of Current Assets or Appreciated Securities
A gift of current assets by cash or appreciated securities is always appropriate and usually offers favorable tax advantages.
A Bequest in a Will
The simple insertion of a clause in your will can assure that a lasting gift will be made to St. Peter’s. See section WORDING FOR GIFTS.
Revocable Living Trust
A revocable living trust allows a gift of assets to be made now while retaining the right to retrieve those assets later if it becomes necessary.
Life Income Gifts
Life income gifts provide income for your spouse and you for life and still provide a gift to St. Peter’s after your death. These gifts, particularly when they are funded with appreciated property, often provide donors with increased income as well as favorable tax benefits. Three main vehicles are a charitable gift annuity, a pooled income fund gift, or a charitable remainder trust. They are available through the Episcopal Church Foundation (http://www.episcopalfoundation.org/), among other organizations, and may be used to benefit St. Peter’s.
Gifts of IRAs and Other Tax-Deferred Savings
Persons with savings in the form of tax-deferred funds such as Individual Retirement Accounts (IRAs), 401(k) plans, or other qualified retirement plans may find significant tax advantages in using these assets for their charitable giving in their estate plans. Tax-exempt organizations, such as St. Peter’s, are not subject to the income tax that individuals are and thus are able to benefit from the full amount of the gift.
WORDING FOR GIFTS
It is important to use the exact language to name St. Peter’s as a beneficiary for any form of estate provision: St. Peter’s Episcopal Church of Rome, Inc. Address: 101 East 4th Ave., Rome, GA 30161.
For more information, click http://www.episcopalfoundation.org/.
If you are interested in becoming a member of the St. Peter’s Legacy Society, legacysociety.enrollmentform.