Planned Giving

Planned giving is also referred to as gift planning or legacy giving. In a nutshell, it is a parishioner’s intention to contribute a major gift to an organization, beyond their lifetime. So, unlike an annual gift (an outright gift made for current use), a planned gift is for the future. Essentially, parishioners make arrangements for planned gifts in the present but they are actually distributed at a later date. Additionally, the major gifts contributed by a parishioner can be made as a part of their financial or estate plans.

Planned gifts are not limited by a parishioner’s current wealth. Upon one’s passing, their accumulated wealth often exceeds the amount of one’s regular income-based ability to support the church during life. That’s why most planned gifts contributed by parishioners take the form of life insurance proceeds, stocks and bonds, or real estate holdings (among others).

The 1718 Society is St. Michael’s way of recognizing parishioners who provide for the church’s future in their planned giving. Click HERE to learn more about it.

Confidential Reply Form

Check as many as apply:

I have named St. Michael’s Episcopal Church as a beneficiary in my Will or in a Codicil to my Will. I have designated St. Michael’s Episcopal Church as a beneficiary to a qualified retirement plan. I have provided for St. Michael’s Episcopal Church in a manner different from above. I have designated St. Michael’s Episcopal Church as a beneficiary on a life insurance policy on my life. I have established a Charitable Trust which names St. Michael’s Episcopal Church as the final beneficiary.

If you designated St. Michael's as a beneficiary on a life insurance policy, please list the carrier.:

If you designated St. Michael's as a beneficiary to a qualified retirement plan, list the name of the custodian of the retirement plan.:

If you have established a Charitable Trust which names St. Michael's as the final beneficiary, who is the trustee?:

Estimated value of gift.:

The clergy and the lay leadership of St. Michael’s Episcopal Church are grateful for your thoughtful provisions which reflect a forward-looking view of the church’s future. They would like to provide appropriate recognition for your generosity and seek your permission to include your name as a member of The 1718 Society in lists of donors and on a plaque to be mounted in a visible spot in the church.

* I/We:

Do give permission to have my/our name(s) so included. Do not give permission for my/our name(s) so included.

For publication purposes, please list my/our name(s) as:

* Date:

* Address:

* Phone number:

* Email:

Digital signature | By adding my/our name(s) below we are offering a digital signature to this documentMy/Our name(s) as digital signature

Choose one

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If you have any questions or concerns, please contact The Rev. Canon Michael J. Horvath. You can reach him by phone at 401-253-7717.

Bristol, RI

Confidential Reply Form