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Welcome to Episcopal Gift Planning
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.
 An Annuity Gift for Episcopal Charities Episcopal Charities recently received a gift of $35,000 from the late Susan Crosier. The gift came as a result of gift annuity that Susan had taken out and that paid her income for her lifetime. More on An Annuity Gift for Episcopal Charities >>.
 Gift Annuity Brochure Gift Annuities are a convenient way to remember the Church while enjoying both a tax deduction and an assured, fixed lifetime income. To see a sample Gift Annuity Brochure, click here.
What I Learned from My Aunt
On the Tenth Day of Christmas my wife's and my dear Aunt Joy died, a very fulfilled nonagenarian whom we already miss very much. I learned important lessons from her living as well as in her dying. More...
| Personal Planner | Income for Surviving Spouse
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 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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