Planned Giving and Endowment Fund

Planning Giving includes yearly pledges, making a bequest to St. David’s, and identifying St. David’s in your will.  There are several resources available to learn about Planned Giving and the Endowment Fund. 

To access material about ‘Planned Giving’, click here.
For ‘Planning for the End of Life’,  click here.
For information on ‘Wills’, click here.

If you would like to speak with someone about Planned Giving options, contact Davis Robinson by clicking here.

St. David’s encourages planned gifts as a way to extend our stewardship and support for our church well into the future.  We are blessed to have a modest Endowment Fund (invested with the Diocesan Trustees) to accept bequests and provide us with income to support our long-term financial health. 

An Endowment Fund policy that outlines the investment options and fund management rules was approved by the Vestry.  To see a copy of this policy, click here. 

Endowment Fund Board members are Dave Monks, Rick Lombardi, and Jim Eickmann.  For more information, contact Dave Monks,  Endowment Fund Chair, by clicking here.