Leave a Real Legacy: Help build the emerging church
Is the Episcopal Church in the Diocese of El Camino Real enriching your life? Do you want to make a difference in advancing the Jesus Movement and help develop the emerging church in our diocese? How many times have you said, “I wish I could do more” to support work you believe in?
Bequests: Designate a percentage of your estate after making provisions for family and friends; leave a specified sum of money; or leave a particular piece of property.
Beneficiary Designations: Name the diocese as one of the beneficiaries of your retirement fund or life insurance policy.
During your lifetime, you can make qualified charitable distributions (QCD) from your IRA directly to the diocese if you are at least 70½ years old. Please discuss with a qualified financial advisor.
If you choose to designate a legacy gift, or if you already have done so, please inform the diocese of your plans. We would like to include and recognize you, if agreeable, as a member of our Real Legacy society to help inspire others.
For questions please contact Kirstin Nielsen, Bishop’s Assistant & Diocesan Coordinator, at firstname.lastname@example.org or 831-394-4465.
Making IRA qualified charitable distributions
Please remember that there is a tax benefit to making charitable contributions directly from your IRA account if you are 72 years old (or 70 ½ if you reached 70 ½ before January 2020). Your qualified charitable distributions can satisfy all or part of the amount of your required minimum distribution from your IRA, without being taxable to you.
For more information, visit www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-IRAs-distributions-withdrawals.