Legacy Planning

The All Angels Society has been stablished by The Saint Michael and All Angels Foundation to commemorate gifts made to the parish through bequests and other estate planning. Anyone who has remembered this church in his or her will qualifies for membership. As God’s stewards, we build on the foundation left by those who came before us. We, in turn, have the opportunity, with a bequest to Saint Michael, to sustain and enhance our parish ministries and programs for the benefit of future generations.

The Foundation uses parishioner gifts made through wills, trusts, insurance policies, retirement plans, and other planned giving to advance the mission of this church. Every bequest — a specific dollar amount, a percentage of your total assets, or the residual estate — is a statement of faith and thanksgiving.

If you have already remembered the church in your will, thank you! Please CLICK HERE to complete an enrollment form and return it to us so that we can celebrate your profound generosity. Or, if you would like more information on how to include the church in your estate planning, you may also use the same form. We would be happy to assist you and your professional advisors as you explore ways to share your legacy with Saint Michael.

Legacy Planning Q & A

To remember Saint Michael and All Angels Episcopal Church in my will, do I designate the church or The Foundation?

You may designate either “The Saint Michael and All Angels Foundation of Dallas” or “Saint Michael and All Angels Episcopal Church, Dallas, Texas.” All bequests are turned over to The Foundation to be independently managed and invested to enhance the ministries of the Church.

If I want to add a bequest to the church, do I need to completely re-do my will?

Although revisiting your will on a regular basis is always a good idea, it is possible to make a bequest without completely re-doing your will. This can be accomplished by a stand-alone amendment to your will called a codicil.

Can you suggest a sample codicil?

The same codicil may not work for every person. The Foundation would be happy to assist you in this process.

Can I specify how a gift from my estate is to be used by the church, if, for example, I have a particular interest in music, or outreach, or education?

Certainly. The Foundation currently manages a number of funds designated to assist specific programs.

Does The Foundation spend only the interest earned by its funds, or does it invade the corpus when necessary?

Unless a donor specifies otherwise, The Foundation distributes only income earned on its funds. It maintains the corpus as a continuing legacy.

I am not wealthy. Do I really need a will?

There are many reasons — legal, financial and even spiritual — for having a will that spells out your personal legacy. And gifts of faith and thanksgiving come in all sizes.

If I have already remembered the church in my will, why do I need to join the All Angels Society?

The Foundation has established the All Angels Society to acknowledge and thank the donors who have included the church in their wills. And we hope we might use your generous example to encourage others to follow suit.