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ENDOWMENT GIVING

St. Anne’s Endowment Fund was launched in 2015 with the goal of preparing and investing for the future, to ensure St. Anne's mission and ministry continue for generations to come.

Here you will find information about St. Anne's Society

and the St. Anne's Endowment

as well as links to handy documents.

Donors to the Endowment Fund become members of St. Anne's Society. Gifts to the Fund may be made in several ways. For example, you may designate a bequest to the fund in a will or living trust. Some make immediate gifts of cash, shares, property, insurance policies, or other assets. Others choose a type of gift that provides them with a lifetime income. Answers to many questions about how you can ensure St. Anne's health and participate in the St. Anne's Society may be found in the links below. Of course, you may always contact St. Anne's for more information.

ST. ANNE'S SOCIETY MEMBERS

Anonymous (3)

~Alice Abrash

David Allen

Susan Allen

Richard America

Eve Angerosa

Jason Angerosa

Boriana Bakaltcheva

Joe Bellman

Jerry Benson

Pamela Benson

Melissa Bessey

Don Boileau

Kathy Boileau

Bruce Boston

Jean Boston

Daniel Breeding

Kathleen Breeding

Audree Brickson

Michael Broddle

Lionel Brown

Nancy Brown

Rhoda Brown

Roger Brown

Bill Burton

Christine Cameron

Marlee Campbell

Gary Carsten

Lynn Carsten

Ann Chapman

Gerald Chapman

Dick Christensen

Elizabeth Rennie-Cline

Anna Mary Coburn

Laura Cochran

Wilson Cochran

Roger Conover

Laurie Corkey

Christine Cralle

Scott Cryer

Bob Rich

Mary Ann Rich

Jamie Roberson

Suzanne Robinson

Terry Robinson

Pam Russ

David Safford

Germaine Safford

Heather Safford

Thomas Safford

James Scheeler

Nancy Scheeler

Stephen Schindler

Katharine S. Schindler

John Schwarz

Nellie Sidifall

Reuben Sidifall

Veda Simpson

Jane Smith

Tom Smith

Mary Szpanka

John Stonesifer

Susan Stonesifer

Edward Urbaniak

Lisa Van Hoecke

Robert Van Hoeke

James Vollman

Ray Walser

Sandra Walser

Laurel Wanrow

Annie Wilkinson

Kurt Wilkinson

Brian Wynne

Carol Wynne

Anne Juran

James Juran

Gabriel Kajeckas

Marguerite Keady

Dorry Kee

Emily Kimm

Carolyn Kovar

Richard Kovar

Jonathan Krentel

Heather Lawson

Carol Leos

Art Light

Margaret Light

Billie Mainring

Judith Mall

Bill Malzahn

Mary Malzahn

Deirdre McGuire

Patricia Minson

Terry Morrow

Carolyn Morse

Rebecca Mulder

Larry Murphy

Sarah Murphy

Mac Murray

Merline Murray

Al Narvaez

Dabney Narvaez

Patricia Nicoson

Shelby Owen

Steve Owen

Mary Ann Panarelli

Liz Galvin Pao

Terry Pao

Jim Papile

Connie Pettinger

Lary Pettinger

Peyton Pond

Clifton Poole

Kimberly Poole

John DeDona

Nancy DeDona

Robin Drake

Marian Egge

Kay Evans

Susan Ficklin

Kam Flynn

Martha Furniss

Sean Furniss

Ingrid Geissler

Rich Geissler

Chip George

Robin George

Jean Gill

Stewart Gill

Angie Gray

Evan Gray

CJ Grish

Carol Grish

Bonnie  Gruetzmacher

John Gruetzmacher

Haze Hanna

Barbara Helmich

Peggy Hobler

Lee Hobrla

Ellen Hoffman

John Hoffman

Rosie Horn

Julie Hurd

Carol Hurlburt

Sid Hurlburt

Ed Johnson

Jeanne Johnson

Mary Johnson

Vance Johnson

Jim Jones

Paul Jones

Suzi Jones

Verlaine Jones

TRIBUTES

~In loving memory of my mother Ellen Lawrence and in gratitude for the many gifts given to the community by St. Anne's.   Alice Abrash

St. Anne's Society
OPTIONS IN GIVING

Life Income Gifts


A life income gift allows the donor to make the gift while continuing to derive benefit from the donated asset for the rest of his/her life or a specified number of years. The donor will normally engage with an attorney and an appropriate organization such as a bank’s trust division to create a trust and assign the assets to the endowment fund. Depending on the exact nature of the trust the donor should expect to receive a tax deduction and/or income and/or the continuing right to use the asset, such as a residence for the remainder of his/her life. Trust types used to manage lifetime income arrangements include the Charitable Gift Annuity; Charitable Remainder Trust; Pooled Income; Charitable Lead Trust; and gifts of real estate with lifetime estate reserved.

Deferred Gifts


The most common form of planned giving is through a bequest associated with a will or living trust. A will or trust-related bequest can take the form of a specific sum or a percentage of the estate. Optionally the estate percentage allocated to the gift may be calculated after other, higher-priority bequests have been completed. Alternatively, the bequest may apply to a specific asset such as personal or real property. 

Another possibility is to take out a life insurance policy naming the endowment fund as a beneficiary.

Immediate Gifts


An immediate gift is one that a donor gives to the endowment fund on the understanding that it can be easily added to the fund’s principal. Examples include cash and checks; securities, such as stocks and shares; real estate; valuables such as jewelry, paintings, antiques, or automobiles; retirement assets and income; whole/universal life insurance policies. The fund articles and resolutions, located in the Endowment Fund Governance section of this website, give the vestry some discretion about accepting a proposed gift. Their main concern is whether the gift can be easily and inexpensively converted into cash.

Endowmt Giving Options

This tri-fold brochure serves as the 2019 St. Anne's Endowment Fund Annual Report including the end-of-year financial summary.

Presented at the November 18, 2017, annual St. Anne's Society celebration and appreciation reception, this document provides an overview of the status of the St. Anne's Endowment as of October 31, 2017.

Mike Kerr, CEO of the Trustees of the Funds, made this presentation at the November 18, 2017, annual St. Anne's Society celebration and appreciation reception.

This file includes the establishing articles and resolutions of the St. Anne's Endowment Fund. Included are the following resolutions: (1) establishing the fund, (2) ongoing giving program, (3) disposition of bequests, (4) designated funds, and (5) gift acceptance policy.

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