“But that’s exactly why Darryl and I decided to take a look at ours,” responded Marlene. “A lot of things have changed since our kids were little. For one thing, none of them are living at home—all three are out on their own. They don’t need an inheritance in quite the same way that they would have when they were young.”
“So?” said Diane.
“Well, Darryl saw a book on estate planning at the bookstore and brought it home. As we worked through it together, we realized that our sense of legacy extends beyond family and we want to give something back to the community—to the Church, specifically.
“The Church has helped us in so many ways over the years,” continued Marlene. “We’ve had great ministers; our children have developed strong values for life; and as we’ve matured, it has helped us shape our ideas about what really matters. It has provided the whole family with a great legacy. So, as good stewards, it feels good to return the favour.”
“So what did you do?” asked Diane.
“We met with our financial advisor, who agreed that a bequest in our will was the best way to go at this point. We decided that we could treat the Church like one of our children, and split our estate in four ways.”
“We also talked to Paul Sales, the United Church Financial Development Officer in our region. He helped us identify how we want to see our gift used. So it will be split between World Development and Relief and the congregation. And he also gave us the correct wording to put in the will.
“Well, maybe it is the right time to think about this after all,” said Diane. “I suppose there’s no harm in getting the information. At least I’ll have an idea of what I want to talk about.”
Something to think about... So many of our blessings, including our church, have been provided for us by those who have gone before. Now it is our turn. Legacy Giving is an opportunity for us to help ensure that St. James United Church will have adequate resources for those who come after us.
Through Legacy Giving you can participate in the work of St. James even after your death. And it doesn't have to be complicated...