Holy Comforter Episcopal Church
Tallahassee, FL
Planned Gifts & Memorials
Gifts of Stock
If you're interested in gifting stock, please email the church office or the finance manager. They will provide the necessary information to transfer shares to our investment account.
Gifts of Real or Tangible Personal Property
Real estate or personal assets may be contributed to the church.
Living Trust
Donors can create, with the assistance of their personal advisors, a trust to benefit Holy Comforter Episcopal Church, both during their lifetimes and after their passing.
Charitable Remainder & Lead Trusts
While the church does not serve as a trustee for these planned giving options, it encourages donors to discuss these giving opportunities with their professional advisor(s).
Charitable Gift Annuities
Contracts which provide a stream of income to donors and a remainder benefit to the church may be written using a variety of financial and other charitable institutions.
Gift of a Remainder Interest
Donors have the opportunity to contribute their home or farm for the future works of the church and maintain the ability to use these facilities for their lifetime(s).
Life Insurance Gift
Donors can gift an old or new life insurance policy with Holy Comforter Episcopal Church named as the beneficiary and owner providing an opportunity to make a significant gift to the church with little expenditure.
Retirement Plan Gift
Donors can make a gift by naming Holy Comforter Episcopal Church as charitable beneficiary of a retirement plan after the death of the plan holder. Under certain circumstances the Charitable IRA Rollover may also benefit Holy Comforter directly.
Bequests & Beneficiary Designations
Donors can work with their attorney to make a charitable provision in their wills. Under certain circumstances, qualified retirement plan assets and individual retirement accounts (IRA’s), insurance policies and commercial annuities may be good assets to contribute to the church by designating Holy Comforter as a beneficiary.
Sample language for including Holy Comforter in a will might be: I give, devise, and bequeath (state the amount, asset, or percentage of estate) to Holy Comforter Episcopal Church, 2015 Fleischmann Rd, Tallahassee, Florida 32308.
Memorial Fund
All individual or collective memorial or tribute gifts shall be deposited in the Memorial Fund. These include gifts made in memory of or in honor of named individuals. Distributions from the Memorial Fund shall be determined and approved by the Vestry.
Gifts for a Specific Expenditure
Upon approval by the Director of Stewardship and Planned Giving, senior clergy, or the Senior Warden, the church may receive funds intended to be used for a specific expenditure, i.e., the purchase of an asset needed by the church to carry out its mission.
The funds would be temporarily restricted until actually used for the purchase intended and any excess funds remaining would be used at the discretion of the Vestry.