A gift in your living will or Trust
A charitable gift from your estate through a provision of your will is called a bequest. By specifying a dollar amount or percentage 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 you may establish a new charitable fund.
Beneficiary Designations
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.
IRA Charitable Rollover
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 exec@episcopalfoundationdallas.org or 214-366-9996.
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