1. Enduring Gifts at Christ Church June 7, 2015 8/24/20151

2. Enduring Gifts at Christ Church Christ Church has been greatly blessed by the generosity of its parishioners throughout our history. The land for the Church on the Hill The Church On the Hill The Houghteling window The Schroeder Building We are all the beneficiaries of these Enduring Gifts and countless others 8/24/20152

3. What are Enduring Gifts? Gifts to Christ Church that we have thought about ahead of time, and planned for, so they make a difference in the future. That way, the things we really care about will continue, develop, and thrive. 8/24/20153 Enduring Gifts at Christ Church

4. It’s important to think about the future By the year 2055, some $41 Trillion will change hands as Americans pass on their accumulated assets to the next generations 8/24/20154 Enduring Gifts at Christ Church

5. Types of Enduring Gifts Bequests given through a Will 80% of Enduring Gifts are bequests Life Income Gifts (LIG) Pooled Income Fund Charitable Gift Annuity Charitable Remainder Annuity Trust Special Asset Gifts: 401(k) & Tax Deferred Accounts, Life Insurance, Real Estate, other appreciated property Charitable Lead Trust 8/24/20155 Enduring Gifts at Christ Church

6. Having a Will is important What percent of Americans have a written will? 27% 49% 62% 68% 8/24/20156 Enduring Gifts at Christ Church

7. Bequests Through Wills It is estimated that between $6.6 trillion and $27.4 trillion in charitable bequests have/will be made between 1998-2052. Average age of person drafting his or her first will 44 years old Part of planning for your estate Bequest Types: Specific Amount Percentage Specific Assets & Remainder Contingency Bequest Bequest Designation Restricted or Unrestricted 8/24/20157 Enduring Gifts at Christ Church

8. Charitable Gift Annuity Most popular Life Income Gift, nearly 90% Annuity issued in exchange for property (usually cash/securities) Donor receives stream of income for balance of life Charity receives gift Contract between donor & charity Satisfaction of making gift while living 8/24/20158 Enduring Gifts at Christ Church

9. Important Notes Regarding Enduring Gifts Many of the options may also hold tax benefits for you and your family in addition to providing meaningful support to Christ Church. Please consult your financial advisor and/or attorney for more information. Christ Church does not counsel parishioners on the legal and financial specifics of their estate plans. All Enduring Gifts discussions at Christ Church will remain confidential 8/24/20159 Enduring Gifts at Christ Church

10. 8/24/201510 There are diversities of gifts, but the same Spirit. – 1 CORINTHIANS 12:4 - Enduring Gifts at Christ Church

11. We have an established structure for Enduring Gifts Our endowment is to advance projects and address needs above & beyond those supported by the annual budget. Parishioners and friends of Christ Church have bequested monies and established endowment funds which have included: Music and worship Youth Ministry Local and Global Mission Program development and enrichment Speakers, special programs and workshops Facilities maintenance, restoration, and major repairs Maintenance and beautification the Churchyard 8/24/201511 Enduring Gifts at Christ Church

12. Stewardship of Enduring Gifts We take our role as stewards of these Enduring Gifts very seriously. Our Investment Committee makes prudent investment decisions in keeping with our Investment Policy, which is approved annually by the Vestry. Clearly articulated investment policy Rules for how funds may be spent Oversight of our investments. In keeping with stated intent of the gift 8/24/201512 Enduring Gifts at Christ Church

13. To give away money is an easy matter and in anyone’s power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in everyone’s power nor an easy matter. Aristotle 8/24/201513 Enduring Gifts at Christ Church

14. To that end, please reflect on: What does Christ Church mean to you? To your Family? What are your hopes for Christ Church in the future? 8/24/201514 Enduring Gifts at Christ Church

15. The Christ Church community has been a nurturing and inspiring spiritual home for me over the past 20+ years. I feel deep gratitude that my gifts for ministry were recognized and encouraged. In difficult times the beauty of the liturgy grounds me, helping me to know that I am loved and guided, whatever is going on in the wider world. An enduring gift enables me to give back, in a way that will keep our beloved community vibrant, healthy, and solvent. Parishioner 8/24/201515 Enduring Gifts at Christ Church

16. Christ Church was literally built on generosity Wills are important Structure & controls are in place to ensure your gift will be prudently invested & used as intended Size doesn’t matter All gifts, given in love and no matter what size, are treasured and will continue working forever Please reflect on what CC means to you & your hope for the future of CC. Please let us know if you would like more information or want to discuss specific needs 8/24/201516 Enduring Gifts at Christ Church

17. 2013 Bequests Received: Youth Ministry, Anonymous Donor, $85,000 Music Fund, Healy Family, Confidential amt Sound System, Various Donors, $13,000 Nancy Mills Memorial, $5,000 8/24/201517 Enduring Gifts & Bequests at Christ Church

18. 2014 Bequests Received: Schroeder Building, Anonymous, $100,000 2015 Pledge Match, Anonymous, $100,000 Schroeder Building, Marie Burnside, $200,000 David Fargo, $10,000 Youth Ministry, Anonymous, $65,000 Youth Ministry, Various Donors, $16,000 Music Fund, Healy Family, Confidential Amount Bud Goodrich Memorial, $120,000 Carolyn Howard Memorial, $5,000 Lon Ramsey Memorial, $2,000 8/24/201518 Enduring Gifts & Bequests at Christ Church

19. 8/24/201519 For where your treasure is, there your heart will be also. - MATTHEW 6:21 - Enduring Gifts at Christ Church