|
|
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.
 Bishop Marc Wants to Thank You!
Bishop Marc would like to personally thank each person who has remembered your congregation in their will or estate plan at a reception at the Cathedral on the afternoon of October 17.
If you are already a member of The Bishop's Society, you may expect an invitation in the mail soon.
If you have not yet let me know that you have include the church in your will or estate plan, please let me know now so that I may send you an invitation!
You may mail or email me (Richards@diocal.org) or fax (415.366.1866). It would be helpful to have this as soon as possible. Thank you very much!
I hope to see you there!
 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.
Neither Complicated nor Costly!
 Perhaps you occasionally have thought that you would like to include the church in some way in the final distributions of goods that takes place when we leave this world. However, you were prevented from actually doing so by the feeling it might be complicated. It need not be! More...
| Personal Planner | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 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.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|
