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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.

No Will? No Problem!


If you are among the majority of Americans who do not have a will valid in the state in which you currently reside, no problem! 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.
It Just Makes Good Sense
"Can I get a gift annuity from you to support my parish?" That's what I wanted to know when I called the Diocese Gift Planning Office. More on It Just Makes Good Sense >>.


It Does Good in Every Direction
When I looked ahead, I was looking for a way to ensure that Charlaine would have adequate income in the years that lie ahead. We also hoped that we could further help Church of Our Saviour. More on It Does Good in Every Direction >>.


A Caretaker of Funds for Christ
My uncle had a profound influence on my life. When he died, he passed on to my aunt an inheritance part of which has now come down to me. The gift that I want to make is simply a tithe on what I have received. More on A Caretaker of Funds for Christ >>.


Turning Real Estate into Trouble-Free Income
After Arden and I retired from teaching in the Oakland schools and were thinking about moving into St. Paul's Towers, we researched the best way to convert our rental real estate into dependable income. More on Turning Real Estate into Trouble-Free Income >>.

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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