Iona Society/Planned Giving
Planned giving establishes a way for a donor to provide for family members while remembering the church, as well. It often enables the donor to provide more for his/her heirs and to make a larger gift than thought possible. It often reduces taxes. Planned gifts can be designated for an organization’s general fund (“Operating Fund”) or for its endowment (“The Endowment Fund”). Planned gifts are either outright gifts (e.g., gifts of appreciated securities, real property, retirement accounts, or personal property) or deferred gifts.
St. Columba's Iona Society was created to recognize parishioners who have made provision for St. Columba’s in their wills or estate planning. If you would like become of member of the Iona Society, please reach out to Heather Beck for more information.
Planned gifts are made as:
- A bequest in a will
- Retirement Accounts
- Gifts of Special Assets (real estate, appreciated securities, life insurance)
Given the complexities of the rules relating to tax deductions for charitable giving, it is important that you consult an attorney or professional advisor when considering your estate plans.
Sample Bequest Language Worksheet
Iona Society Confirmation Form
Iona Society Confirmation Form
Thank you for your interest!