Meet your financial goals while supporting St. George’s and its programs that are important to you.
Planned giving involves integrating your charitable gift into your overall financial, tax, and estate planning objectives so as to maximize benefits to both you and St. George’s Episcopal Church and Academy. Planned gifts typically come from a donor’s assets rather than their income and such gifts can be outright or deferred. Also, it is highly recommended that you consult with your own tax or legal advisors prior to making a planned gift. For more information on different types of planned gifts, click one of the topics from the list above.
If you would like us to send you a free brochure on “The Ministry of Planned Giving”, please send e-mail for St. George's Church to aogle@stgeorgesparish.org or for St. George's Academy to wlumpkin@stgeorges-academy.org. Or call us at (949) 847-4530 x213.
Gifts by Will or Revocable Trust
Charitable Gift Annuity
Charitable Remainder Trust
Pooled Income Fund
Olive Tree Society