Leave a Legacy
- Your Legacy - make an impact today…and tomorrow
- A Gift in Your Will or Living Trust
- Beneficiary Designations
- IRA Charitable Rollover
Through planned giving such as a bequest in your will or naming the Episcopal Foundation of Dallas as a full or partial beneficiary of a life insurance policy or retirement account, you are able to help sustain our mission for generations to come. You will also achieve tax advantages for you and your loved ones and leave a lasting legacy in your faith community.
A charitable gift from your estate through a provision of your will is called a bequest. By specifying a dollar amount or percentage of money or the residual of your estate, you may be able to receive a substantial federal estate tax charitable deduction. A charitable gift through your estate may be gifted to an existing fund or may establish a new charitable fund.
Naming the Episcopal Foundation of Dallas as the beneficiary of your retirement plan assets, life insurance policy or bank account(s) is another easy, flexible way to give. This allows you to add to or establish a charitable fund upon death. You may review and adjust your beneficiary at any time.
In 2015, Congress enacted a permanent extension of the IRA Charitable Rollover provision. As a result, individuals age 70½ or older can make gifts directly from their IRA to a charity. While a distribution from an IRA cannot go into a donor advised fund you can support the Episcopal Diocese of Dallas, its parishes, missions and schools as well as other nonprofit organizations by investing through the Episcopal Foundation of Dallas.
Through our mission, the Episcopal Foundation of Dallas is uniquely committed to serving our investors and our ministries. For more information, please contact Pam Fellows Jamieson at firstname.lastname@example.org or 214-366-9996.