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Diocesan Annual Fund
Your generous, joyful giving to the Diocesan Annual Fund is essential to the success of vital, strategic ministries through which Episcopalians in eastern Massachusetts are innovating with God. Learn more.
The Episcopal Network for Stewardship (TENS)
TENS has released its 2016 Living Generously Stewardship Series, designed to complement and support annual giving campaigns. The Diocese of Massachusetts is a member of TENS, which allows all of our congregations to access the full array of TENS online resources. Contact Lynd Matt in the Office of Development at lmatt [at] diomass [dot] org for username and password.
The planned giving ministry of the Episcopal Diocese of Massachusetts seeks to:
- Help individuals who wish to make a bequest or deferred gift to benefit their local parish, the Episcopal Diocese of Massachusetts or the Episcopal Church
- Assist congregations interested in developing programs to promote stewardship through bequests and deferred giving
Did you know that you can make a gift to the church and receive income and enjoy tax benefits? By making a bequest or a life income gift, individuals can support the work of their parish, Diocese, or denomination while providing for the needs of loved ones.
Perhaps the simplest form of planned gift, a bequest is a provision of one’s will whereby something is left upon that person’s death to another individual or organization. Any asset may be given by bequest – securities, cash, real estate, artwork.
Life income gift
Life income, or planned, gifts, often involve assets accumulated over a life-time and are often capital gifts; they can provide income to the donor during her/his lifetime and include annuities, pooled income funds, retained life estates, charitable remainder trusts, charitable lead trusts and life insurance.
Developing a viable planned giving ministry requires not only strong and committed lay and ordained leadership, but also the broader perspective of people involved in outreach and pastoral care ministries to ensure that the planned giving effort is truly a ministry.
Success depends on preparation: the parish leadership must be ready to discuss sensitive topics and they must develop an endowment policy which specifies the types of gifts the parish will accept and under what conditions, as well as a management plan for the received assets.
Once a planned giving ministry has been launched, parishioners must be educated about stewardship, end-of-life issues and finance through both educational programming and from the pulpit. The importance of committed clergy cannot be overemphasized.
For more information, please contact Lynd Matt, Director of Development at lmatt [at] diomass [dot] org or 617-482-4826, ext. 515. You may also find the following sites helpful:
October 19, 2007