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The 1883 Legacy Society

The 1883 Legacy Society will provide continuing economic support for the mission and ministry of Trinity Cathedral.  Making a planned gift is a way to give back to God a portion of the gifts we’ve been giving in our lifetime.  

Anyone can be a member of the 1883 Society by simply making a designation in a will, as a beneficiary in a life insurance policy, or in an IRA or investment account.  Any amount may be given -- the church does not need to know amounts or details of the gift. Simply let the church know that Trinity (and/or any other Episcopal entity) is in your plans and you will be part of the 1883 Society. 

The 1883 Society will include:

•  Annual gathering for members

•  Report on spiritual and financial life of the cathedral

•  Pin

 

what is planned giving?

Planned giving is a general term that encompasses a variety of ways gifts can be made. It describes charitable giving that takes place in the future.

• Planned giving establishes a way for a donor to provide for family while remembering the church as well.

• It enables the donor to make a larger gift than thought possible.

• And it often reduces taxes as well.

It is not only about how you do it, but about why you do it and what it means. When you plan a gift of this sort, you are making a statement that you believe in the church and that our work is meaningful to you.

 

why give in this way?

We are stewards of God’s bounty.

For a brief period, we are given time, energy, and resources. 

What we ultimately do with these gifts expresses the character of our life and the depth of our spiritual understanding.

Planned giving is an opportunity for wise use of the personal resources that God has entrusted to us.

 

ways to give

BEQUESTS IN A WILL

The easiest and most common way of making a planned gift is through your will. A bequest can take the form of a set amount of money, a percentage of the estate, or a specific asset.

LIFE INSURANCE & RETIREMENT ACCOUNTS

The church can be the beneficiary of your life insurance policy. Remainders of many retirement accounts or annuities can also be designated for the church. With an IRA Charitable Rollover, you can authorize your trustee to direct your Required Minimum Distribution to the church.

PROPERTY & REAL ESTATE

Assets such as securities or tangible property such as jewelry or works of art may be given to the church. Our Gift Acceptance Policy outlines the procedures for such gifts. 

 

Each method has its strengths and benefits, both to you and to the church. We urge your to consult with your attorney, financial or tax advisor to determine the best fit for you, and we will gladly work with them to assist you in any way.

 

 

Click here for the online enrollment form

  (or the Enrollment Form can be downloaded here and mailed to the Cathedral) 

 

 

For more information, contact the church office at (402) 342-7010 or email Dean Loya at cloya@trinityepiscopal.org