• Many companies will match gifts made by their employees, retirees and family members. Be sure and check with your company’s personnel office if you are uncertain about their matching gift policy. You will be provided with a matching gift form to use.

• Remembering St. Mary’s Home for Children in your will is a very special and effective way to ensure that the ideals you value will be perpetuated. It also reduces the taxable portion of your estate.

EPISCOPAL DIOCESE OF RHODE ISLAND (July, 2017) UNIFORM PROCEDURE for GIFTS OF MARKETABLE SECURITIES (for Churches, the Diocese, Episcopal Conference Center, Episcopal Charities and/or Center for Reconciliation)

The prospective Donor shall contact their individual Investment Advisor or Custodian and electronically transfer the gift securities to:

Morgan Stanley LLC
DTC #0015
For the benefit of the Diocese of Rhode Island

Account #422-089733-178
Morgan Stanley
One Financial Plaza, 19th Floor
Providence, RI 02903

Please immediately notify Joan DeCelles at joan@episcopalri.org or 401-274-4500 X229, and instruct her to which organization the proceeds are to go. Joan will email a written authorization to Morgan Stanley which must be executed coincidental with the stock transfer so that the proceeds are correctly paid to the donee. She then can monitor the entire transaction, to be completed within 3 business days.

Any questions on this procedure should be addressed to Joan or Katelynn Lynch (Morgan Stanley 401-863-8475).

• Gifts of valuable art works, furniture, jewelry, antiques, rare books and manuscripts can increase St. Mary’s resources in many ways.

• With a life income gift, you assign cash, securities, or other assets irrevocable to St. Mary’s Home for Children. The most widely used life income plans are the Charitable Remainder Annuity Trust and the Charitable Remainder Unitrust.

• You can offer real estate as an immediate gift or to fund a trust. You may even arrange for lifetime occupancy after making your gift, thereby gaining a tax deduction and eliminating local taxes while still enjoying the comforts of home.

• At a relatively low cost to you, a life insurance policy which names St. Mary’s Home for Children as a beneficiary can have a real impact.

• Legal or financial advisors can best help you determine the vehicle most advantageous and appropriate for you.

• Donors who make planned gifts to the agency are also eligible for membership in St. Mary’s 1877 Society.

• Restricted or unrestricted, annual gifts go directly into St. Mary’s operating budget and are immediately available to the agency in the year which they are received. Unrestricted annual gifts are especially valuable because they allow St. Mary’s the most flexibility with respect to their use.

• These gifts are used for new construction or renovation of facilities.

• With an endowment gift the principal is preserved and only a portion of the interest earned is spent. These gifts are often known as the “gifts that keep on giving” as they provide an ongoing source of revenue for the agency. These gifts may be restricted by the donor as to their use; or unrestricted, which allows St. Mary’s to use the interest generated where it is most needed.

• United Way Combined Federal Campaign State Employees Charitable Appeal # 6470.