PLANNED GIVING

A well-planned legacy gift can provide tax benefits, financial security and a larger donation to St. George’s Society.

The Bishop Benjamin Moore Circle was established to recognize those who have provided for the Society in their wills or through other planned gifts.

Should you wish to join the Bishop Benjamin Moore Circle, please contact us at 212.682.6110 for further information or simply send a note informing us that you have included the Society in your plans.

Questions regarding gifts of appreciated property, life insurance and specific naming opportunities should be addressed to Anna Titley, Executive Director.

We are eager for the opportunity to help you plan your legacy and we always recommend that you consult with your lawyer or financial advisor for additional information.


CHARITABLE BEQUESTS

Designate a charitable bequest for St. George’s Society of New York in your will or living trust.


LIFE INSURANCE-BASED STRATEGIES

Donate the annual premium for a newly-issued life insurance policy or donate an existing life insurance policy that is no longer needed.


REAL ESTATE, RETIREMENT ASSETS OR STOCKS & BONDS

Gift of your appreciated property or land, or gift an IRA, 401K or 403B, pension, or other deferred plan.


CHARITABLE GIFT ANNUITY

Establish a contract between you and the Society, whereby you transfer property, cash or securities in exchange for a partial tax deduction and a fixed annual income for life.


CHARITABLE REMAINDER ANNUITY TRUST

Arrange an income for yourself or a loved one now, with the remainder designated to St. George’s Society of New York.


CHARITABLE LEAD TRUST

Donate a portion of your assets to St. George’s Society of New York and then, after a specified period of time, transfer the remainder to whoever you choose.


LIFE ESTATE RESERVE

Deed your home or farm to the Society but use the property for the rest of your life.


GIVE IT TWICE TRUST

Transfer your IRA or other asset at death to fund a term of years charitable remainder unitrust.


BARGAIN SALE

Allow the Society to purchase your property for less than market value and receive the cash and a charitable deduction for the difference between the market value and purchase price.


SALE AND UNITRUST

Give a portion of your assets (little or no income producing stocks for example) and receive cash while the remaining amount goes to fund your charitable trust.


POOLED INCOME FUND

Contribute to a common fund that operates like a mutual fund.


BISHOP BENJAMIN MOORE CIRCLE

By strengthening the endowment, legacies enable us to expand our outreach and mission. We gratefully acknowledge those who have generously remembered the Society as a part of their estate plans.

 

Harold E. Abott*
Margaret Bell*
Ralph Bell*
Charlotte M.F. Bentley*
Geoffrey N. Bradfield
Pauline Brooks
Maurice G. Burnett
Robert Peyton Burnett, OBE*
John Calvert*
William E. Carnaghan*
Carol Chetrick, LCSW
Arthur R. Clapham*
Janice C. Coleman
Robert Compton*
Elizabeth E. Cooke*
John K. Copelin*
R. Leroy Corbett*
Simon Cunningham*
Jeff and Vicki Downey
Anne S. Duffy*
Marguerite Eckert*
Megan Elder *

Alfred E. Everett*
Peter M. Felix, CBE
Minnie E. Gitsham*
J. Scott Glascock
Sandra Grassby, CSW
Lieselotte Hales-Coleman*
Alice Hare*
Gertrude M. Hartrath*
Bruce F.E. Harvey, OBE*
Eldon Harvey*
John C. Harvey
Andrew M. Hay, CBE *
Geoffrey B. Hutchings*
Rodney N.M. Johnson, MBE
Edith Kallir*
Charles B. Langley*
George L. Larned*
Lionel V. Longhurst*
William N. MacLeod*
Michael C. May
Norah McKegg*
William R. Miller, CBE

Claire Moynihan*
Frank B. Powell*
Natalie T. Pray
Peter L. Raven, MBE
Walter B. Redman*
Edward N. Rogers*
Roger M.L. Schmitt, V
Patricia Schofield*
Brigadier Edwin Seymour-Bell*
Wendy J. Shadwell*
John McC. Shannon
William J. Shepherd
Herbert Renells Stevens*
Victor E. Stewart
Stephen J. Storen
Elsa M. Stout*
Robert and Pattie Titley
Colton P. Wagner, MBE*
Norman C. Williams, OBE*
Albert E. Woodley*

 
The Rt. Rev. Benjamin Moore (1748–1816), the 2nd Episcopal Bishop of New York, was elected a member of the Society in 1787 and established the Society’s first Charity Committee.