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Planned Giving  
 

planned giving

 

Annual Report

Submitted by Paul Atkins

 

The leaders of the congregation are “directed to instruct the people, from time to time, about the duty of Christian parents to make prudent provision for the well being of their families, and of all persons to make wills, while they are in health, arranging for the disposal of their temporal goods, not neglecting, if they are able, to leave bequests for religious and charitable uses.”  The Book of Common Prayer p.445

Planned Giving is one expression of the wise use of the personal resources entrusted to us.  It usually involves financial or estate planning; however, Gift Planning is not reserved for the wealthy.  It is a means by which all faithful people make a considered choice about what matters to them in the ultimate distribution of their worldly possessions.

Additionally this year the vestry formalized procedures for the acceptance of gifts and bequests.  This allows the parish to accept and recognize gifts and yet not be burdened or made liable by the unintended consequences of the givers generosity.

If you have made provision for Trinity, and not yet told the Rector or the Planned Giving Coordinator, please do so.  There will be further communication, but in the meantime, please direct any questions to the Rector or the undersigned.

Respectfully Submitted,

 

Paul Atkins
Planned Giving Coordinator


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