Wills Program
The Wills Program assists congregations in educating parishioners about the importance of writing and keeping a will current and remembering the church with a bequest. The Foundation partners with individuals and congregations to look at both the spiritual and practical aspects of creating a will and other End of Life related matters.
It is important to remember that such a program is a long-term endeavor. We recommend the Clergy and Vestry to commit to a three-to-five year cycle for maximum effectiveness of the program.
Ongoing Foundation Support:
- Assessment materials for individuals.
- Additional brochures on planned giving instruments.
- Assistance in the creation of your personalized materials.
- Foundation President will give talks/preach.
- Foundation Planned Giving Consultant will give workshops or lead classes.
- Resource to answer individual questions and follow up on inquiries about planned giving instruments (gift annuities, pooled Income funds, charitable trusts, etc.)
- Available to implement and administer planned giving vehicles with moderate cost.
- Available to receive and invest funds on behalf of the Parish, make income available to Vestry for Parish use according to guidelines.
For more information on the Wills program, contact Vivian Berríos-Torres, Program Administrator at 303.534.6778 or vivian@coef.org.