Planned Giving Home
Life Planning Manual (PDF Version)
Life Planning Manual (Word Version)
Meet the Staff
Bishop's Society Registration
Stock Transfer Instructions
Wills Presentation
Legacy Society Kit
Wills Awareness Program
Endowment Management
Create Your Plan
Finance News
Reading Room
Donor eNewsletter
Donor Stories
BISHOP'S SOCIETY MEMBERS SHARE
AFTER ALL IS SAID AND
DONE, PAY IT FORWARD

By Barb Lagozzino
St. Alban's Episcopal Church, Edmonds, Washington
PLANNING AS GOOD STEWARDSHIP

By Dale Rammerman
Christ Church, Anacortes
WHAT DO WE LEAVE BEHIND?

By Sheila Preston Comerford
Trinity Parish, Seattle
MY LEGACY TESTIMONIAL

By The Rev. Jerry Shigaki
Canon for Multi-cultural Ministries
ACTING ON VALUES

By Nancy & Bob Jacobs
St. Margaret's, Bellevue
MY LEGACY WITNESS

By The Rev. Tom Bigelow
St. Clement, Seattle
Guide to Planning Your Gifts
Request Wills Kit
For a free Wills Kit, please click here.
There are a variety of ways to plan for your family and loved ones with a will or living trust. These presentations explain how you can protect your family from accidental disinheritance. If you have further questions about creating a will or living trust, please call us.
Wills

1. Your Property
How much property do you own? Do you own enough to require a will or plan?

Joint Tenancy

2. Joint Tenancy
What are the dangers of holding your property in joint tenancy?

fail

3. Failing to Plan
Learn what will happen if you pass away without a will.

no will

4. Why No Will?
Why do some people fail to make a will? Learn why you need to plan now.

5. Asset Distribution
Discover how assets are distributed through a will.

6. Wills 101
What is included in a will? Learn the basics of updating a will.

7. Trust Benefits
What is a trust? Learn the benefits of establishing a living trust.

8. Wills vs. Trusts
What are some differences between a will and trust?

9. Health & Attorneys
What is a healthcare directive and power of attorney?

10. IRA Gifts
Learn why an IRA is not a good asset to give to children.

11. Planning for Children
Help children learn about money and explain ways to diversify inheritance

12. A Right Inheritance
Learn the right timing, right amounts and property to give.

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PO Box 12126
Seattle, WA 98102

phone: 206-325-4200

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fax: 206-325-4631

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