Planned Giving

Planned Giving is a term that describes the thoughtful designation of a gift that will be made some time in the future, usually at the end of the donor’s life. At St. Peter’s, planned gifts help ensure that our values as a faith community will be preserved for the future.

Unlike contributions made through our annual stewardship campaign, planned gifts provide resources beyond what is needed to support our daily activities. These resources can be used to greatly enrich areas of ministry such as outreach or music, or to safeguard our future ability to maintain our historic physical property.

Planned gifts can be made in a wide variety of ways, and include gifts of various sizes which come to us through a range of contribution methods. These gifts work together to create a common legacy for all the members of our community who believe in the importance of our mission in Center City Charlotte. Gifts that come to our parish through planned giving become part of the St. Peter’s Endowment, which was established in 1955.

You can play an important role in the future of St. Peter’s Episcopal Church by adding your own planned gift to the legacy we are building. Maria Long serves as Chairman of the Planned Giving Committee and collaborates with Endowment Chairman, Bill Williamson on this ministry. To learn more about Planned Giving and the 1834 Legacy Society, use our Contact Form.

Download a copy of our Planned Giving Brochure (PDF opens in a new window).

Planned Giving Report to 2017 Annual Meeting of the Parish, December 10
Maria Long, Chairman, Planned Giving Committee

The Planned Giving Committee was established in 2002 to increase the number of planned gifts to the St. Peter’s Endowment. The Endowment provides resources to St. Peter’s Episcopal Church by funding outreach grants from endowment income and by helping the church meet extraordinary parish needs. People who pledge a planned gift become members 1834 Legacy Society (named for the year Episcopalians first worshipped in Charlotte).

Since December 2016, two new gifts have been received. Almost 90 pledged gifts have been made since January 1, 2002, when the Planned Giving Committee was formed. On November 12, 2017, the Planned Giving Committee hosted a reception to recognize the fifteenth anniversary of the 1834 Legacy Society and honor its members, and to provide information to members of the parish about planned giving. Everyone in the parish was invited. Over 70 people attended the event, which was catered by La-Tea-Da’s. Members of the 1834 Legacy Society who’ve pledged a planned gift to the Endowment will receive a complimentary copy of A History of St. Peter’s, the book written by parishioners Sue Coonen and Ellison Clary and published this fall.

Planned Giving Committee members are Maria Long, Chairman; Kristin Bradberry; Ellison Clary; David Lavoie; Dan Raiford; Jim Shannonhouse; Bill Williamson; Dan Woodall.

I want to help build a legacy for St. Peter’s.

Please contact me about Planned Giving.