In addition to online giving through our website you may mail in a check. Please make checks payable to "Anglican Diocese of Pittsburgh." If you would like to designate your donation to a specific purpose, please write a brief letter indicating so with your check. Checks may be mailed to:
Anglican Diocese of Pittsburgh
907 Middle St.
Pittsburgh, PA 15212
Planned Giving/Estate Planning
You might use Appreciated Securities. If they have increased in value since you obtained them, they may provide significant tax advantages.
In making an Estate Plan, you may wish to include:
- A Bequest in a Will. This is the most popular planned gift. For the Anglican Diocese of Pittsburgh’s Archbishop Duncan Legacy Fund (and your Congregation), it can be:
- an outright monetary bequest,
- a percentage of your estate,
- a percentage of the "rest, residue and remainder" of your estate after a number of other bequests have been fulfilled,
- or a specific asset such as personal or real property.
- Gift of Stocks and Bonds (especially if they are appreciated)
- Gift of Real Estate such as a home, vacation property, undeveloped land, farmland or commercial property.
- Gift of Personal Property such as jewelry, antiques, an automobile, art work, livestock or other property.
- Gift of IRA, Pension or other Retirement Account. Consider giving from your retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan. Sixty to 70% of your retirement assets may be taxed if you leave them to your heirs. The Anglican Diocese of Pittsburgh is not taxed upon receiving tax-deferred assets. If you are 70 ½ years old, you may receive significant additional tax advantages by giving directly through your Retirement Account.
- Life Insurance Policy with the Anglican Diocese of Pittsburgh as beneficiaries or you may gift a policy or purchase a charitable gift rider.
- Charitable Lead Trust would pay an income to the Anglican Diocese of Pittsburgh (and your Congregation) for a specific length of time and would then leave the remainder of the trust to designated beneficiaries, usually family members. The purpose of the charitable lead trust is to reduce taxes on the estate of the deceased while maintaining the family’s control of the estate’s assets.
- Charitable Remainder Trust allows the donor to place assets into the trust and then have it pay the beneficiaries (the Anglican Diocese of Pittsburgh and your Congregation) for a stated period of time. Once this time-frame expires, the remainder of the estate is transferred to the beneficiary charities.
- Donor Advised Fund (DAF) is a charitable giving vehicle created to manage charitable donations on behalf of organizations, families or individuals. The donors surrender ownership of what they put in the DAF but retain advisory privileges over how the DAF is invested and how it distributes money to your preferred charities such as the Anglican Diocese of Pittsburgh (and your Congregation).
- Or Other Planned Giving Tool that best meets your needs.
Because many names have changed in recent years, please be sure that your Estate Plan:
- Uses the official name of the Diocese as the Anglican Diocese of Pittsburgh,
- Specifies the appropriate designation and
- Correctly lists the name and municipality of your Congregation.
In making your Estate Plan, we encourage you to consult with your professional tax advisors.
If you need help with planning your gift, please contact Sarah Kwolek, Director of Administration, at the offices of the Anglican Diocese of Pittsburgh at email@example.com.
“We are grateful that you are considering a sacrificial gift to the Anglican Diocese of Pittsburgh (and your Congregation). Please pray about your gift-giving and be assured that we want to meet your needs as well as those of your Congregation. Please trust God to guide you. And please talk to your tax advisor. You can receive substantial tax advantages for giving generously. Give wisely, knowing that you are being a good steward of your bounty with which the Lord has blessed you. In Proverbs 11:25 we read, ‘Whoever brings blessing will be enriched, and one who waters will himself be watered.’ Thank you for your prayerful decisions. God loves a cheerful giver!”