Having a current Last Will and Testament is a loving and responsible act for the sake of your family and/or beneficiaries. Not only can it legally protect your family and assets, but it can also state exactly how you want things handled after you have passed away.
If you have minor children or other dependents, a will gives you the opportunity to select the guardians and be sure they are willing to serve.
You can also make direct gifts to a charity, such as St. David’s.
Did you know that you can identify the ministry within St. David’s that will benefit from your gift?
Or if you are uncertain about which ministry or project to include in your will, your bequest can be designated for St. David’s Operating Fund or the St. David’s Endowment Fund.
A bequest in a will can take the form of:
a set amount of money,
a percentage of an estate,
a specific asset,
a trust, or
the name of the church as a contingent beneficiary.
Simple language for including St. David’s in your will might be: “I give, devise, and bequeath (state amount, asset, or percentage of the estate) to St. David’s Episcopal Church, 1015 Old Roswell Road, Roswell, GA 30075 to be used (describe use) or as the St. David’s Vestry deems appropriate.” If you already have a will, a simple codicil can be executed as an appendage.
BEQUEST INTENTION FORM
If you have already included St. David’s in your will, we thank you and encourage you to communicate your intention by completing the Bequest Intention Form. Completing this form is not binding on you or your estate. This information will greatly assist us in planning for the future and give us an opportunity to acknowledge your gift during your lifetime, if you so desire.
For more information, contact the Funding Future Ministry Committee at firstname.lastname@example.org.
Prospective donors are strongly urged to consult with their own legal, financial, and/or tax advisor regarding the tax advantages of planned giving. This information is for educational use and not intended to be financial, tax,
or legal advice and should not be relied on as such.