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Legacy Society for Independence: Declaration of Intent Thank you for including SAIL in your estate plans. Legacy gifts create a lasting impact for independence for generations to come. We will hold

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How to fill out planned giving - episcopal

01

Determine your goals for making a planned gift to the Episcopal Church

02

Review your financial situation to determine what assets you can commit to the gift

03

Consult with a financial advisor or planned giving consultant to discuss the best options for your gift

04

Choose the type of planned gift that best fits your goals and financial situation (such as a bequest, charitable annuity, or trust)

05

Work with the Episcopal Church’s planned giving office to complete any necessary paperwork and ensure your gift is properly documented

Who needs planned giving - episcopal?

01

Individuals who are passionate about the Episcopal Church and want to support its mission and ministry in the long term

02

Donors who wish to leave a legacy and make a lasting impact on the Episcopal Church

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What is planned giving - episcopal?

Planned giving - episcopal refers to charitable donations made to the Episcopal Church through wills, trusts, life insurance policies, or other planned giving vehicles.

Who is required to file planned giving - episcopal?

Individuals and organizations who wish to make planned gifts to the Episcopal Church are required to file planned giving forms.

How to fill out planned giving - episcopal?

To fill out planned giving forms for the Episcopal Church, individuals and organizations must provide information about the planned gift, donor details, and any specific instructions.

What is the purpose of planned giving - episcopal?

The purpose of planned giving in the Episcopal Church is to provide financial support for the church's ministries, programs, and services both now and in the future.

What information must be reported on planned giving - episcopal?

Information such as the type of planned gift, donor name, contact information, gift amount, and any restrictions or preferences must be reported on planned giving forms.

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