St. Christopher's Episcopal Church

Cloister Society (Planned Giving)

Cloister Society

The Cloister Society recognizes and celebrates parishioners who have planned gifts to St. Christopher’s, unless they choose to remain anonymous. If you have planned a gift to the church but have not advised us, please contact any Planned Giving Committee member to join the Cloister Society (the list of members is not published).

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Passing Our Faith to Future Generations


Cloister Society Member Testimonial

Prologue

Estate Planning…sounds like Vanderbilts and Rockefellers, very wealthy folks.

Estate planning is a scary phrase, but all of us have an estate. It’s what we own when we die. One way or another your estate accumulates, and you have to give it back when you die. If no estate planning is done by an individual or a family, the federal and state governments get an early look at your estate for taxation…we call that “unplanned giving.”

Chapter One

My parents had a farm…

Click here to read more…


Planned Giving Committee

The function of the Planned Giving Committee is to support and encourage membership in the Cloister Society, which was established in 2011 to recognize and thank those who have made a planned gift to the church. The mission statement of the Planned Giving Committee is as follows:

We will be long-term stewards of St. Christopher’s Episcopal Church by facilitating the growth of its endowment in order to support the church’s mission and its capital needs. We will do this by creating awareness of the importance of planned giving to St. Christopher’s, the importance of estate planning for our parishioners, and the various options for providing bequests or gifts to the church. We will also recognize and celebrate those who have made such gifts to St. Christopher’s unless they prefer to remain anonymous.

Members of the Planned Giving Committee (2023)

Rob Boas, Chair: rboas@bellsouth.net, 404-668-3885
Jim Bast, jimbast@outlook.com, 508-237-5588
Peggy Davis, peggo1@comcast.net, 508-240-9083
Errol James, ejames@soundviewpartners.net, 508-942-6159
Jill MacDonald, amacd2788@aol.com, 772-359-3515
David Smith, dm99smith@hotmail.com, 508-737-2858

Resources

To download a recent Morgan Stanley charitable giving review, click here.

To download a recent Bank of America/Merrill Lynch newsletter on a structured approach to charitable giving, click here.

To download a brochure on this important topic, click here:  Building and Protecting Your Legacy: A Primer About Gift Planning (2023).

Note:
The resources above are for informational purposes only; they do not constitute an endorsement of any particular financial institution.