Legacy Giving

First Parish member Russ Tremaine offers a faith reflection on Legacy Giving to First Parish.

  1. Legacy Giving Trifold June 2023
  2. First Milton Estate Planning and Charitable Giving

Legacy Giving at First Parish  

For more information contact:  Susan DeMinico manager@fpmilton.org

Or contact a member of the Legacy Giving Committee:  Mike Bello, Andrew Maloney, Roberta Williamson, Allison Zippay

What is a legacy gift or planned gift to First Parish Milton?

A legacy gift is a commitment to make a future donation to First Parish Milton. The most common legacy gift is a bequest in your will. Upon your death a specific financial commitment or a percentage of your estate can be designated to be given to First Parish. There are several other kinds of planned gifts, which include beneficiary designations of retirement plans, charitable gift annuities, or life insurance, and even real estate property contributions.

Donations at all levels are welcome

Every one of us can find a way to keep giving to First Parish long after we have passed. There is no minimum amount.  

Why should you consider a legacy gift to First Parish Milton?

First Parish Milton is a vibrant, caring community that provides you and your family a spiritual home and ensures a space for worship, music, education and social and environmental justice. It has a long history and has benefitted from the stewardship and generosity of many of our fore bearers who had the vision, wisdom, and selflessness to remember First Parish in their estate planning. 

Without the income from the church endowment, we could not fully meet the cost of operation. Our beautiful campus, meeting house, and children’s church could not be maintained without the legacy giving. Through member’s annual financial pledges, the Stewardship and Finance Committees raise the necessary resources to support the on-going operations of the church. Salaries, routine maintenance of the building and other costs of operations are supported by annual donations, but these annual pledges do not provide enough income to offset the total annual costs. 

A percent of the total annual budget comes from the First Parish Milton’s endowment funds. In order to ensure this vital, continual legacy of First Parish, we ask each of you to consider First Parish in your estate planning. A legacy gift is not only for those who are wealthy.Donations at all levels are welcome. 

The Legacy Giving Donors

First Parish celebrates members who have chosen to contribute a legacy gift to the community. When you indicate your plan to leave a legacy gift, you will be asked if you want your name added to a thank you list of donors or prefer to remain anonymous.  

If you have included First Parish in your estate plans, please let us know by filling out the brief form on this link: Legacy Giving Intent Form.

We recognize with appreciation recent bequests to First Parish: Allen and Allison Barry, Ann White and Ann Hallett, Leslie Howard, Natalie Albers, and Anonymous.

And we thank those who have included First Parish in their estate planning:

  • Anonymous
  • Mallory Digges
  • Andrew Maloney
  • Mark & Patricia Ostrem
  • Russ Tremaine
  • Roberta Williamson

How can you make a legacy gift?

There are a wide variety of options you can consider to plan a legacy gift to First Parish. It is recommended that you and your family consult financial advisor or an estate attorney to discuss which options are best for you. When you are ready to consider a planned gift to First Parish Milton, you can contact the office at office@fpmilton.org. We do not offer financial advice. 

Bequests

Bequests are the most common form of planned legacy giving. Simply state a bequest as a specific provision in your will designating that some portion of your estate will be a charitable gift to First Parish Milton.

Life Insurance Designations

You can name First parish as a beneficiary of all or a percentage of the proceeds of your life insurance.

Retirement Plans

You can name First Parish as a beneficiary of all or a percentage of your IRA, 401K or 403B. Such gifts may save on income and estate taxes.

Gift Annuities

By contributing a fixed amount of money into a charitable gift annuity, you can receive lifetime income while you are living, while promising the remainder of the annuity to First Parish upon your death.  

Thank you for supporting the future of First Parish!