Adding St. Mary’s as a partial or full beneficiary of your retirement account is easy, flexible, and revocable. Beneficiary forms can be accessed and completed online in just a few minutes through most financial institutions and IRA custodians.
After your lifetime, your gift is made immediately to St. Mary’s to help us continue the important work in the community.

Adding St. Mary’s as a primary or secondary beneficiary for your life insurance policy is a simple step, and your designation can be adjusted or changed by you at any time.

Payable on Death (or Transfer on Death) designations can be created easily to distribute a bank account, certificate of deposit, or brokerage account after your lifetime.

A new bequest through your will or trust, is as simple as having a short 1 ½ page codicil or amendment prepared by an attorney. Your full estate plan should NOT need to be rewritten to make this special gift provision.

Your charitable gift can be a specific amount, a percentage of your estate, or a “remainder” interest in your estate, after distributions to your other heirs are made.

A gift of appreciated securities, such as a stock or mutual fund, is a great way to support St. Mary’s.

Some of the methods described you can implement easily on your own. If you have a tax advisor or estate planner, you may wish to seek their guidance.

The Tax ID number for St. Mary’s by-the-Sea Episcopal Church is 94-1294941.