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Welcome to Episcopal Gift Planning
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Richard Schaper Gift Planning Officer
Thank you for your interest in Episcopal ministry in the Diocese of California. Whether you wish to consider a gift to benefit your parish, Grace Cathedral, Episcopal Charities, Clausen House, Church Divinity School of the Pacific or some other ministry of the Diocese of California, we are here to assist you.
Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
 Gift Annuities are the Greatest!
"A gift annuity is the best way to give," Mike exclaimed. "You get great income plus a good tax deduction." More on Gift Annuities are the Greatest! >>.
Who Will Take Over for You?
 If you voted for President Roosevelt, you may be in a pickle. You may have outlived most of your contemporaries and you may not have any family members living in this part of the country. So who can you name as your healthcare proxy or as executor of your will or trust?
Parish priests are sometimes asked by parishioners to serve in one of these capacities. However tempting to fill the evident need, this is not appropriate.
Fortunately, there is a good solution: a professional fiduciary.
Recently, a rector alerted me to a situation in which a widowed parishioner needed to update her 25 year old revocable trust and was at a loss. Key people mentioned in her original trust were no longer living, and at that time she had named her bank as successor trustee. This meant that if she became unable to manage her own affairs, a representative appointed by her bank would take over. She wished to change this. She wanted someone to take over who she would know and trust. This is an advantage of a professional fiduciary.
A professional fiduciary is trained and now licensed by the State of California to perform such services. A fiduciary can also identify and contract for needed homecare, arrange to have medications monitored, pay bills, and so on.
For people of any age, engaging a professional fiduciary as executor of your will or as successor trustee on your revocable trust may be a good alternative to naming a friend, distant family member or an impersonal institution. For more information about choosing an executor or trustee, or for referrals, contact your Gift Planning Officer. My ministry is to serve you in your desire to be a good steward of all that God has given you.
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits For Family and Episcopal Ministry
There are several types of plans with wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Richards@diocal.org.
If you are a professional advisor, you may take the following steps on this site.
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