About
The Diocese of Ohio is part of the worldwide Anglican Communion represented in the United States by The Episcopal Church.
Our Diocese
The Episcopal Faith
What
We Do
The Episcopal Church of Ohio ministers in our Church and in our communities in many inspiring ways.
Committees
& Commissions
Offices
The offices help support parishes by providing resources, organizing events, and other activities.
Resources
Browse our library of online resources as well as those available in our Diocesan Resource Center.
There is a planned gift to fit everyone’s needs. Most planned gifts are in the form of a bequest, a charitable remainder trust, a gift annuity, or life insurance policy. You make the commitment now, but the gift to the church comes after you die. For example, anyone may name the church to receive a bequest in their will.
Planned giving is for generous spirited people who may not have much cash liquidity. You may actually increase monthly income during your lifetime by making an irrevocable planned gift to your church or diocese.
A planned gift is any gift that a donor plans and thoughtfully arranges with their church, diocese, or any charitable organization. It may be an outright gift of cash, but frequently it is made with stock or other property. Often one completes a planned gift over several month or years – even after one’s death.
Note: always consult with your lawyer or financial advisor before you make any final estate planning decisions. It is equally important to discuss your decisions with family members so that they may understand and support your decisions.
Bequests
Most planned gifts are made as bequests through one’s will or estate plan. In fact, almost 80% of all planned gifts are bequests. You may not need to rewrite your will in order to include to a bequest to your church or the diocese, as a codicil will suffice. Your attorney will advise you on the best way to handle a bequest.
Charitable Gift Annuity
A charitable gift annuity is a gift agreement between the donor and the Church. In exchange for your gift, the church agrees to pay one or more people
Charitable Remainder Trust
A charitable remainder trust is a trust set up to generate an annuity, which generally goes to the donor or someone he or she designates every year. When the donor dies, the church receives the corpus (remainder) of the trust.
Life Insurance as a Planned Gift
Life insurance is a relatively straightforward way to make a planned gift, because you name the church as beneficiary or owner of your life insurance. You and your insurance agent or financial advisor should first talk with the Rector, however. There are some circumstances under which the church would not wish to become owner of a policy.
Appreciated Stock or Property
Giving appreciated stock allows a donor to “realign a portfolio,” balance charitable contributions against annual taxes, and be generous to the church. Remember that the charitable tax deduction you declare as donor is for the full market value of your stock gift.
A Christian Preamble to Your Will
A Christian Preamble to your will provides a significant opportunity to share your faith with family and friends. Through this personal statement of your faith, an important message will be delivered to those who love and know you best. This message of faith comes at a time of grief and loss and serves as a reminder to them to place their trust in Jesus Christ as you have. Remember this may be the last document they read about you, their loved one.
Parish Resources
Resources for clergy and lay leaders.
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Ways to Give
Designate a Gift to Your Parish or the Diocese
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Get in Touch
Let us know if you have any questions or are in need of assistance.
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