Resources
Making a Gift of Stock
For those who wish to make a donation of stocks, bonds, mutual funds or other securities to their church or another Episcopal program, the process is very easy! Click below to download The Foundation’s guide to gifting stock.
Vine & Branch Society
The Foundation sponsors an exclusive group called the Vine & Branch Society. Members of our Diocese who include the church in their estate planning automatically become members of this Society. Click below for an application.
Planned Giving
Planned Giving means using estate and tax planning techniques to provide for the Church and other heirs in ways that maximize giving and minimize the impact on the donor’s estate. Click below to download the brochure.
Let’s Get To It!
Let’s Get To It! is a four hour workshop that offers a guide for a Planned Giving Program that works for you! Click below to download the Let’s Get To It! brochure.