Leave a legacy

The Upon This Rock Endowment Fund

Planning

Booklet

In the Episcopal Church we believe that your estate and end of life plans should reflect your values. This booklet helps you prepare your legacy by discussing these topics:

Medical directives

These declare how you would like to be treated if you are incapacitated

Plan your funeral

This Is a reflection of your life and a message to loved ones about your values and what is important to

you

Write Your will

Create or amend estate plans so that they reflect your values

Preparing a will 

Brochure

Since the first Book of Common Prayer, Episcopalians have been encouraged to make a will, to provide for their families, and to make bequests for religious and charitable purposes if possible.

Importance of wills

Preparing a will is a loving and responsible act for the sake of your family. Dying intestate is difficult for the family and can cause many problems.

About the brochure

This brochure contains a few helpful suggestions on how to prepare to write your will, the ultimate exercise in Christian stewardship.

How Can I Make a Gift to Support the Church and the Endowment Fund?

St. Peter’s has established an endowment fund for the future of our parish. Through God's grace and your generosity, St. Peter’s will be well equipped to serve our community for generations to come.

Endowment funds are extraordinary gifts above and beyond annual pledges and contributions made to support operating expenses. Endowment gifts can be made at any time or as planned gifts through estates and legacy planning. Some of the ways you can give are listed below:

As a gift

• Cash
• Stocks and bonds
• Life insurance policies
• Real estate

Deferred (or planned) arrangements

• Bequests from wills
• Life insurance beneficiary designation
• Charitable trusts
• Charitable gift annuity

Depending on the type of gift, different assets may be used to fund it. Cash, appreciated securities, real property, or personal property (such as jewelry and art) may be options. However, check with your financial and legal advisors before making a planned gift.