Planned Giving Home

Professional Advisors

Welcome to Episcopal Senior Communities Foundation planned giving website.

We thank you for your interest - our hope is to serve you and your family with helpful information. We at ESCF would be happy to talk with you about how you can benefit from life income gifts, gift annuities and other plans. Please feel free to contact Bill Tanner at 925-956-7447or btanner@jtm-esc.org, or contact Karen Huff at 925-956-7448 or khuff@jtm-esc.org.

Do You Have a Large IRA
that Continues to Grow? If you are over age 70½, you can rollover up to $100,000 annually from your IRA to Episcopal Senior Communities Foundation. These gifts can be made tax-free and will help balance your IRA value with other estate assets. Depending upon your income level, there may be additional income tax benefits. Contact us at btanner@jtm-esc.org to have a conversation about this wonderful opportunity. To read more, please click here.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Benefits for Family and Episcopal Senior Communities Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors, including increased income and generous tax savings. The following fictional donor stories are representative of the types of financial planning ESCF can help create for you. Just click on the picture and you can view each story.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Episcopal Senior Communities Foundation. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact btanner@jtm-esc.org.

If you are a professional advisor, you may take the following steps on this site.

ESCF recognizes the importance of being a responsible fundraiser. It thereby embraces and abides by the Principles for Good Governance and Ethical Practice as adopted by the Panel on the Nonprofit Sector in October 2007