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.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

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