Saint Sophia Legacy Society Membership Application

PLEASE NOTE: Funds received from legacy gifts will be invested in Saint Sophia’s permanent Endowment Fund unless the donor chooses to direct their gift to another parish need.* The Endowment Fund was established to secure and strengthen Saint Sophia's ministry in perpetuity. It is overseen by the Endowment Committee and its investments are managed by a professional portfolio manager. The Fund is structured so that its principle will always remain intact and only a percentage of its annual interest/earnings is distributed to the parish each year.

*Donors wishing to direct their gift to another purpose should consult with the Presiding Priest or Parish Council, prior to designating their gift, to ensure that the intention of their gift is consistent with the mission, goals, and strategic plan of Saint Sophia and can be honored. In the interest of both parties, Legacy gifts designated for a purpose other than the Saint Sophia Endowment Fund should be agreed upon in writing in advance.

** We encourage you to consult with your professional advisers on how a legacy gift would fit into your overall plans.

Name

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Address

I/we are already qualified to be a Legacy Society Member because I/we have included Saint Sophia in my/our will(s) estate plan

Yes No

I/We would like to become a member of The Legacy Society

Yes No

We would like to speak with someone about this :before we make any decisions: Yes No

We prefer to speak with: The Priest The Legacy Society Chair A Parish Council Member

I/We (optional) qualify through means of (i.e. will, trust, insurance, etc Yes No

I/We would like to discuss a special or planned gift (i.e. annuity, trust or insurance gift, etc.). Yes No

I/We wish to give a one-time gift of:

May we Include first name(s). E.g., Mr. John and Mrs. Mary, Dr. David, Ms. Ann, etc.) to encourage others to join the Saint Sophia Legacy Society, may we list you as a member?

Yes No

Additional comments or questions:

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Saint Sophia Legacy Society Membership Application

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