This year, St David’s has embarked on a new program for planned giving. An Endowment Fund policy was approved by the Vestry that outlines the investment options and fund management rules … to see a copy of this policy click here. The initial focus this year is to educate the congregation and provide information about estate planning. To access material about ‘Planning for the End of Life’, click here. For information on ‘Wills‘, click here, or ‘Planned Giving’, click here. Additional material will become available during the year, along with one or two educational workshops. Details and dates will be posted on the website.
For more information, please contact Beatrice (Ba) White at email@example.com, chair of Planned Giving, or any other committee member.
Rick Lombardi – firstname.lastname@example.org
Maureen Summers – email@example.com
Harriet Mill – firstname.lastname@example.org