THE BELL TOWER ENDOWMENT
FINANCIAL GOAL
for 2008 - $100,000
Form for enrollment
THE BELL TOWER ENDOWMENT is important because...
❏ it establishes a means by which to provide an enduring legacy for the
church by spending only the interest of the Fund for maintenance of this
facility and capital expenditures
❏ it is the basic rock upon which sound and lasting financial structures
can be built
❏ it helps provide for the maintenance of our church facility forever
❏ it assures regular financial returns in accurately predictable amounts
and, preserved intact, does so forever
❏ its principal sum continues to increase with efficient management and
by the regular additions through living gifts, memorials, bequests,
annuities and trusts
METHODS OF GIVING...
❏ Enrollment in Living & Memorial Endowments
“Living Endowments” are established in honor of friends, relatives, and
loved ones who are still very much with us. They are gifts of affection,
appreciation, recognition, thanksgiving, and to commemorate special
occasions such as births, baptisms, and anniversaries. They may also
simply be a public affirmation of the living donor’s belief that an
endowment is appropriate.
The minimum initial gift to enroll is $100. Subsequently, additions may
be made with a minimum of $50. Once enrolled, you are enrolled forever
and automatically an “Endowment Sponsor.”
❏ By Bequests to the Endowment Fund
- codicil available for download
❏ By Bequest naming the Endowment as contingent beneficiary
❏ Outright donations of cash, securities, real estate, or other property
❏ By donation of a residence
❏ By a Charitable Remainder Trust and by Charitable Remainder
Annuities providing income to the donor for life.
Steve Lucas, CPA will answer tax questions from E.P.F. proposals free of
charge.
Contact the Episcopal Church Foundation at 800-697-2858 or use our
mailer for a personal quote or proposal.
Form for enrollment
Codicil example to give
to Lawyer
TAX ADVANTAGES...
The Church of the Incarnation’s Bell Tower Endowment is structured so
that it affords the fullest tax advantage to donors provided by law. In
cases of major tax consideration, and concerning bequests, prospective
donors are urged to consult their own counsel. The Endowment will
cooperate with these professionals, but can, of course, render no legal
advice.
By contributing securities which have significantly appreciated in
value, it may be to a donor’s advantage to estblish at this time a major
endowment which can be added to periodically thereafter.
THE BELL TOWER ENDOWMENT
P. O. Box 729
Highlands, NC 28741
828-526-2968
"Where your treasure is, there will your heart be also."
ENROLLMENTS IN
THE BELL TOWER
ENDOWMENT
Joe and Virginia Parrott $300
Celebration of 3rd Anniversary
Kathy Whitehead $100
41st Anniversary - Gift to Dr. Mark Whitehead
Helen Moore $100
In Support of the BTE as a Vestry member
Jane Chalker $100
In thanksgiving for grandchildren
Bill & Nell Martin $100
In support of the Bell Tower Endowment
Alfred Kennedy $200
In support of the Bell Tower Endowment
Peg Brannen $100
In support of the Bell Tower Endowment
Ed & Jean Whitby $200
In Support of the Bell Tower
Endowment
Gerry & Avary Doubleday $200
In honor of Virginia Parrott
Bill Temple $100
Our marriage 5/29/55
Deborah Berlin $500
In memory of The Rev. Dr. Jacob Berlin
(1924-2004)
Anonymous $200
In memory of Leslie “Buddy” Cawthon
(1926-2006)
As of May 2, 2008