Beneficiary Designations
Designating The Episcopal Church in Wyoming as a beneficiary of your retirement accounts, life insurance, or other financial assets is a simple and flexible way to make a lasting impact. This option allows you to support our mission without altering your will or trust.
For where your treasure is, there your heart will be also.
(Matthew 6:21)
Make an Eternal Impact with Beneficiary Designations
Beneficiary designations are an effective way to support The Episcopal Church in Wyoming without affecting your current financial situation. You can name the church as a beneficiary of various accounts, including IRAs, 401(k) plans, life insurance policies, and other non-probate assets. This type of gift is simple to arrange and can be modified at any time, giving you flexibility and control over your legacy.
By choosing this option, you ensure that the full value of these assets will be used to support our work, as they pass directly to The Episcopal Church in Wyoming, free from taxes.
How to Fund Your Gift:
Retirement Plan Assets
Life Insurance
Donor Advised Funds
Commercial Annuities
Bank Accounts
Certificates of Deposit or Brokerage Accounts
Giving in Action
Rev. Linda and Gary Hudson have been members of Trinity Church, Lander, for many, many years – decades. After 20 years of marriage, Gary met an untimely death in 2006. Trinity Church then received a call from the Life Insurance Company Gary worked with and learned that Gary, many years earlier, had taken out a life insurance policy naming Trinity Church, Lander, as the only beneficiary. Click here to read more.
Next Steps
Seek the advice of your financial or legal advisor.
If you include The Foundation in your plans, please use our legal name and federal tax ID.
Legal name: The Foundation for the Episcopal Diocese of Wyoming
Federal tax ID number: 83-0322442
The information on this website was accurate at the time of posting. However, it is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.