Legacy Funds


Legacy Funds - Rackcdn.comb44c98728685ba446f35-19bae719395b5bd5755ec465dbbf3cb3.r91.cf2.rackcdn.com/...

1 downloads 217 Views 1MB Size

“One generation will commend your works to another, they will tell of your mighty acts.” Psalm 154:4 Thank you for considering giving to the Generation-to-Generation Legacy Funds!

Generation to Generation Committee Members

Chrisie Jennings [email protected] 830-257-8162 Karen Kilgore [email protected] 830-370-6059

“Accept these prayers and praises, Father, through Jesus Christ our great High Priest, to whom, with you and the Holy Spirit, your Church gives honor, glory and worship, from generation to generation. Amen” Eucharistic prayer C, Rite 2 of the Holy Eucharist, Book of Common Prayer

Bobby Ulich [email protected] 830-522-0839 Ted Whittier [email protected] 830-895-7956 Stockton Williams [email protected] 830-257-8162 Rebecca Williamson [email protected] 830-329-3000

Legacy Funds

St. Peter’s Episcopal Church The Vestry of St. Peter’s Episcopal Church respectfully invites members and friends to consider outright and planned gifts for the Generation-to-Generation Legacy Funds. Through growth and careful management of these funds, St. Peter’s increases its ability to fulfill its mission: “To give glory to God by knowing Christ and making him known to others.” St. Peter’s welcomes gifts in support of six areas. These include:

Permanent Endowments provide income from gifts to the following three funds:

___Church Endowment insures the Church’s present and future financial wellbeing. ___The Elene Bond Memorial Fund, for St. Peter’s Episcopal School, supports school activities, including tuition scholarships and teaching and learning resources for faculty and students, and maintenance of school facilities. The St. Peter’s School Board, in consultation with the Clergy and the Vestry, determines appropriate projects. ___Mission Outreach Endowment supports new and existing mission commitments in our own community and throughout the world.

Other Gifts provide principal and in-

Management:

___The Campus Facilities and Maintenance Fund is used to maintain all of the Church’s property in a way that demonstrates good stewardship of that property.

Recognition:

come to the following three funds:

___The General Legacy Fund enables the Clergy and the Vestry to take advantage of new and unexpected opportunities and to honor commitments even during uncertain economic times. ___The St. Peter’s School Best Beginnings Legacy Fund supplements the school’s revenue as determined in consultation with the School Board, the Vestry and the Clergy.

Unrestricted Gifts:

___When the Church receives an unrestricted gift, the Vestry will determine its best use.

Kinds of Gifts:

The Vestry welcomes a variety of gifts, large and small:      

Outright contributions and bequests of cash. Life income gifts such as charitable gift annuities and charitable trusts. Debt-free real estate, including reserved life estates of personal residences. Publicly-traded stock and bonds. Paid-in-full life insurance policies. Certain partnership interests.

A copy of the current investment policy is available in the Church Office.

The Vestry determines the investment policy and spend rate for all Generation-to-Generation Legacy Funds. Members and friends who disclose their intention to include St. Peter’s in their estate plans will become members of the Circle of Generations. The Vestry may host an annual event to recognize both new and continuing members of the Circle of Generations. The donors’ plans and gifts amounts will be disclosed only at their direction.

Would you like to learn more?

Any member of the Generation-toGeneration Committee will be pleased to visit with prospective donors and pledges to hold these conversations in confidence. Current members are listed in this brochure and on St. Peter’s website at www.stpeterskerrville.com.

St. Peter’s welcomes our Circle of Generations Members

St. Peter’s welcomes our Circle of Generations Members

Kathy Bogie Tony & Barbara Cordova Fran Cox Pat Davis Chrisie Jennings Karen Kilgore Justin MacDonald Ross & Deborah Rommel Bobby Ulich Dave & Mary Weekley Charles & Betty Whittier Stockton & Leslie Williams Rebecca Williamson

Kathy Bogie Tony & Barbara Cordova Fran Cox Pat Davis Chrisie Jennings Karen Kilgore Justin MacDonald Ross & Deborah Rommel Bobby Ulich Dave & Mary Weekley Charles & Betty Whittier Stockton & Leslie Williams Rebecca Williamson

All who sign an intention letter before our next Annual Meeting in January, 2016 (available at this meeting, in the church office, and on the website www.stpeterskerrville.com), will be honored as Charter Members. (No one is required to disclose financial details unless he/she wishes).

All who sign an intention letter before our next Annual Meeting in January, 2016 (available at this meeting, in the church office, and on the website www.stpeterskerrville.com), will be honored as Charter Members. (No one is required to disclose financial details unless he/she wishes).

St. Peter’s welcomes our Circle of Generations Members

Kathy Bogie Tony & Barbara Cordova Fran Cox Pat Davis Chrisie Jennings Karen Kilgore Justin MacDonald Ross & Deborah Rommel Bobby Ulich Dave & Mary Weekley Charles & Betty Whittier Stockton & Leslie Williams Rebecca Williamson

All who sign an intention letter before our next Annual Meeting in January, 2016 (available at this meeting, in the church office, and on the website www.stpeterskerrville.com), will be honored as Charter Members. (No one is required to disclose financial details unless he/she wishes).

Please contact me about becoming a member of the Circle of Generations:

Please contact me about becoming a member of the Circle of Generations:

Please contact me about becoming a member of the Circle of Generations:

Name:_______________

Name:_______________

Name:_______________

Address: ____________________ ____________________ ____________________

Address: ____________________ ____________________ ____________________

Address: ____________________ ____________________ ____________________

Email: ____________________

Email: ____________________

Email: ____________________

Phone: ____________________ ____________________

Phone: ____________________ ____________________

Phone: ____________________ ____________________