Planned Giving and Endowment Funds

Planned Giving and Endowment Funds

Saint David’s has available a number of resources for you to learn more about Planned Giving and Endowment Funds.  To access material about ‘Planned Giving’, click here.  ‘Planning for the End of Life’,  click here.  For information on ‘Wills‘, click here.

If you would like to speak with someone about various options for Planned Giving, contact Bob Pagano at bpag645@gmail.com.

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.  For more information, please contact Dave Monks at dmonks@microgensystems.com,  chair of the Endowment Fund. The Endowment board members are Rick Lombardi and Jim Eickmann.