ST. ANNE'S EPISCOPAL CHURCH
WELCOMING · DIVERSE · PROGRESSIVE
RESTON, VIRGINIA
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
Susan & David Allen
Richard America
Eve & Jason Angerosa
Boriana Bakaltcheva & Julie Hurd
Pamela & Jerry Benson
Melissa & Terrance Bessey
Kathy & Don Boileau
Jean & Bruce Boston
Kathleen & Daniel Breeding
*Audree Brickson
Rhoda Weeks-Brown & Lionel Brown
Nancy & Roger Brown
Christine Cameron & Joe Bellman
Margaret L. Campbell & Edward H. Johnson
Lynn & Gary Carsten
Ann & Gerald Chapman
Richard Christensen
Elizabeth Rennie-Cline
Anna Mary Coburn & Terry Morrow
The Rev. Laura Cochran & Wilson Cochran
Mary Ann Panarelli
Liz Galvin Pao & Terry Pao
Connie & Larry Pettinger
Peyton Pond
Kimberly & Clifton Poole
Suzanne & Terry Robinson
Mary Ann & Bob Rich
Pam Russ
Heather & David Safford
Germaine & Thomas Safford
Nancy & James Scheeler
Katharine S. & J. Stephen Schindler
Nellie & Reuben Sidifall
Veda Simpson
Jane & Tom Smith
Susan & Rev. Dr. John Stonesifer
Mary Szpanka
Edward Urbaniak
Lisa & Robert Van Hoecke
Sandra & Ray Walser
Laurel Wanrow & Bill Burton
Annie & Kurt Wilkinson
Carol & Brian Wynne
Jeanne B. Johnson
Mary & Rev. H. Vance Johnson
Suzi & Jim Jones
Verlaine & Paul Jones
Anne & James Juran
Gabriel Kajeckas
Marguerite Keady
Dorry Kee
Emily Kimm
Carolyn & Richard Kovar
Heather Lawson & Jamie Roberson
Carol Leos
Margaret & Art Light
Judith Mall
Mary & Bill Malzahn
Deirdre McGuire
Carolyn Morse
Rebecca Mulder & Jonathan Krentel
Sarah & Larry Murphy
Merline & Mac Murray
Dabney & Al Narvaez
Patricia Nicoson
Shelby & Steve Owen
Roger Conover
Laurie Corkey
Christine Cralle
Scott Cryer
Nancy & John DeDona
Robin Drake
Marian Egge
Kay Evans & Rev. Jim Papile
Susan Ficklin
Kam Flynn
Martha & Sean Furniss
Ingrid & Richard Geissler
Robin & Chip George
Jean & Stewart Gill
Angie & Evan Gray
Bonnie & John Gruetzmacher
Haze Hanna
Barbara Helmich
Peggy Hobler & Michael Broddle
Lee Hobrla & James Vollman
Ellen & John Hoffman
Rosie Horn & John Schwarz
Carol & Sid Hurlburt
TRIBUTES
*In celebration of the life of Audree Brickson and with gratitude for her generous bequest to the Endowment Fund
~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
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.
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.