Planned Giving

Josh Anderson, Director, Endowment Management, writes about Legacy Sunday, which is a dedicated time to celebrate those who have made planned gifts to the church and to encourage others to consider how they might do the same.…
Whether your church is receiving its first endowment gift or has had an endowment for years, having a thoughtful structure ready will help you make the giving experience easy for you and the giver and help to encourage more g…
The Rev. Sandy Webb talks about how he and his wife opened a Donor Advised Fund and how helpful it has been in his charitable giving.
A parish priest’s summary of what he has learned about his parishioners’ giving strategies and why he thinks that may be helpful for other clergy to understand.
ECF President and CEO Dail St. Claire discusses strategic giving and how it can be implemented.
2025 could be a great time for you to maximize your charitable giving through a Donor-Advised Fund (DAF) before new limits on charitable deductions go into effect in 2026.
Do leaders at your small church think an endowment is out of reach? Not so! At ECF, we know from our work with hundreds of Episcopal organizations that church size and endowment size are not necessarily related. Plenty of …
Josh Anderson shares reflections from a road trip with his young son and combines hockey, community, and legacy.
The importance of legacy is firmly rooted in the minds and hearts of the parishioners of All Saints Episcopal Church in Tarpon Springs, FL.
Tick-tock! It’s time to start planning your end-of-the-year giving campaign! In our latest blog, Jim Murphy, Managing Director of Endowment Management Services at ECF, reminds us of the different ways that donors can give tha…
Most people die without a written will. Which leaves their families at the mercy of the state, which will distribute assets after death. The state will pay the lawyers first, then any taxes or creditors and finally family. If…
In this blog, Jim Murphy explores the concept of congregation as family. “When someone makes a planned gift of any kind to their parish, that person raises their congregation to the level of family in their estate plans.”
We do need to reintroduce the topic of Gifts and Memorials for the church leadership and congregation. Here are a few ideas to consider.
Five resources to help your congregation's efforts with planned giving, with the fifth resource suggesting a way to strengthen your practice of year-round stewardship.
Have you only given gifts of cash or marketable securities to your parish? Did you know you may also give portions of privately held interests you may own and many other complex gifts to your congregation or religious non-pro…
Do you only ask for gifts of cash or marketable securities from your donors? Did you know there are billions of dollars in privately held interests owned by very philanthropically-minded individuals? Do you know how to encour…
This brief video covers the new option available for creating a new Charitable Gift Annuity (CGA) with a Qualified Charitable Distribution (QCD) from a Traditional IRA.
By ECFVP Team
ECF's resources for vitality and innovation equip leaders to bring about transformation and positive change in our communities.
In this short video, Jim Murphy Managing Program Director at ECF, reviews the benefits of this easy to set up Life Income Gift known as the Charitable Gift Annuity (CGA).
Join us to learn how to use the many resources of ECF.