Planned Giving

If you’d like to include St. John’s in your will, trust, retirement, or life insurance plan, you have two primary options:

  • Making a gift of a specific amount of money
  • Designating a percentage of the residuary of your estate.

For additional, confidential information on making planned gifts or significant gifts, contact the St. John’s office.

Specifying a Gift Amount

Add the following bequest language to your plan:

“I bequeath the sum of _________ dollars to St. John’s Norwood Parish in Chevy Chase, MD (Tax Identification number 520607889).”

Designating a Percentage

Add the following bequest language to your plan:

“I bequeath an amount equal to _____ percent of the net value of my estate [or plan] to St. John’s Norwood Parish in Chevy Chase, MD (Tax Identification number 520607889).”

Gifts of Stock

If you wish to make a gift via stock transfer, provide the following information to your broker:

St. John’s brokerage: Morgan Stanley / Smith Barney
DTC #: 0015
For the benefit of: The Norwood Parish Fund; Account 530613211-281

Stock certificates may be mailed to our financial advisor at this address:

Joe Smart
Morgan Stanley / Smith Barney
7272 Wisconsin Avenue, 4th Floor
Bethesda, MD 20814

Please call Joe Smart at 301-657-6319 to ensure that your gift is properly credited.