Historic Christ Church-Planned Giving

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Planned Giving
	By making a planned gift you are helping to ensure that the mission of the Foundation for Historic Christ Church is kept alive — preservation, research, interpretation, and education. In order to build Historic Christ Church’s endowment and to ensure the long-term financial health of the Foundation, the Board of Directors has committed to moving forward with a planned giving program. A “planned” gift is one which allows the donor to plan a major charitable commitment now and also retain the use of the funds or property. The Foundation for Historic Christ Church receives the benefit at some point following the lifetime of the donor.	Bequests Charitable Remainder Trust Retained Life Estate IRAs & Retirement Plans Life Insurance Pooled Income Fund Robert "King" Carter Society
In many instances, a planned gift may offer the only opportunity for a friend to recognize or support a special purpose in his or her chosen cause. But several other benefits – including income or estate tax benefits – may also be available, depending on the choice of asset or type of arrangement selected.
If you would like to consider making a planned gift to Historic Christ Church, you may print out a Planned Giving Form . To print this form, you will need Adobe Acrobat Reader, which you can download for free here:
You may also contact our Executive Director at cbennett@christchurch1735.org or 804.438.6855 to request the appropriate materials.

When one makes a lasting gift to Historic Christ Church, he or she becomes a member of the Robert “King” Carter Society. If you have already made such arrangements and would like to join the Society, please print out and mail the attached confidential form. If you would like to become a member but have not yet taken the steps to do so, please let us know so information can be sent to you about some of the creative, tax-wise opportunities that can be beneficial to both you and Historic Christ Church.

You are encouraged to consider supporting Historic Christ Church through a planned giving or life-income arrangement. Many appreciate the personal security their trusts have given them and are gratified to know that their gifts will make a significant, long-term difference in preserving one of this country’s most unique and historic places. It is the steadfast commitment of friends like you which has made Historic Christ Church such a venerable institution.

Robert "King" Carter

The Foundation for Historic Christ Church Planned Gift Policy:

It shall be the policy of the Board of Directors of the Foundation for Historic Christ Church to offer through the Planned Giving Program an opportunity for donors to make gifts reserving income for life to themselves and other beneficiaries, to make such gifts by will, and to make outright gifts by bequest. No agreement shall be presented to, agreed upon, or entered into which benefits the Foundation for Historic Christ Church but takes unfair advantage of the donor. Subject to reasonable protection of the Foundation’s interest, the rights and interests of the donor will always come first.

This information is not intended to provide legal advice for friends of the Foundation for Historic Christ Church. Please consult with your own financial counsel for specific information regarding your personal circumstances. A helpful resource for information or guidance is the River Counties Community Foundation (804.438.9414).

If it is your wish, the Foundation for Historic Christ Church will work with the River Counties Community Foundation, or the community foundation serving your locality, to create a deferred giving instrument that benefits Christ Church under the trusteeship of the community foundation.