Resources

Sample bequest language is offered for your legal counsel’s consideration in preparing your will or trust.

To help you determine your ideal gift to ERS, we offer an easy-to-use web tool. It's just a few questions. Give it a try!

We offer an easy-to-use tool to help you determine the ideal asset for making an outright gift or funding a Charitable Gift Annuity (CGA) to benefit Episcopal Retirement Services. Answer a few simple questions to get started. Give it a try!

The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.

If you are advising a client who is considering a planned gift or bequest to Episcopal Retirement Services, we welcome the opportunity to work with you in helping your client.