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.
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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
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~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
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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.