THE TREWHELLA FUND AND FOUNDATION

The Trewhella name graces two separate entities for the furtherance of the interests of AEHC. Both funds are named in honor of the Rev. C. K. (“ Chuck”) Trewhella (A.K.A. Fr. “T.”) who served as Chaplain at Good Samaritan Hospital in Portland, Oregon, from 1969 to 1988. In addition to his tireless pastoral service to this institution and the oversight of the building of the hospital chapel, an architectural jewel for which execution Chuck was entirely responsible, he served the Assembly in one official role or another over the span of twenty years. It was he, who laid the firm financial foundation for AEHC, including identifying benefactors to provide the initial capital funds for continuing education for Episcopal chaplains. He and his wife, Alice, retired from “official service” in the late 80's, maintain a rigorous schedule of prayer and what can best be described as manual labor in the care of their much-loved farm in the hills of Oregon “Chuck” still serves as impromptu mentor and pastor and is convinced that the commitment to hands-on ministry, by being a “ living presence”, is the most authentic way to witness to a our belief in incarnational theology. But, he adds, this is only possible through a dependence upon the Lord and upon others “on the team” who are committed to live out the basic Gospel imperatives as demonstrated by the life of Jesus of Nazareth, especially that regarding health and healing.

THE C. K. TREWHELLA
CONTINUING EDUCATION FUND

The fund was envisioned and brought into being by the Rev. C. K. Trewhella during his tenure as Treasurer.

THE FUND’S PURPOSE:

To provide an intensive one day post-convention workshop every other year to enrich the Chaplain’s skills as in-service enablers in the institutions they serve. It is our belief that as Chaplains perfect their in-service skills they will demonstrate:

To provide tangible evidence for hospital administrations’ investment in A.E.H.C. conventions expenses.

To provide an increase in chaplain visibility in the institution, thus enhancing opportunities for ministry.

THE TREWHELLA FOUNDATION

PLANNED GIVING OPPORTUNITIES

IMMEDIATE TAX DEDUCTIBLE GIFT

Should you be decide to make an immediate gift to The Trewhella Foundation, current law allows you to deduct the full amount of your cash gift (or the full fair market value of securities) in the year the gift is made, up to an amount equal to 50% of your adjusted gross income. Any portion of the deduction in excess of that 50% limitation may be carried forward for up to an additional five years. As a result, your out-of-pocket cost of a cash gift will almost certainly be lower than the benefit received by The Trewhella Foundation.

CHARITABLE BEQUESTS: GIVING WITH A WILL

Many of our friends would like to make a significant gift to The Trewhella Foundation to help us with our work but feel that their generosity must be tempered by the financial responsibilities they have to themselves and to their loved ones. They hesitate to part today with assets that may be needed tomorrow to meet personal or family obligations. Some, however, have discovered that it is possible to help us through their wills without neglecting other obligations.

THE OUTRIGHT BEQUEST

When you think of making a gift to charity in your will, the outright bequest usually comes to mind first. With such a bequest, you simply direct in your will that your entire interest in certain money or property be transferred to a designated charity. Of course, your estate will be entitled to a charitable deduction for the full, fair-market value of your gift.

PAYMENTS FOR A BENEFICIARY

Your financial responsibilities can easily extend beyond your lifetime. Continuing income may be needed to provide for a surviving spouse, elderly parents, or others who count on you for help. In such a situation, an outright bequest to a charity may not best meet your needs.

However, we offer a number of plans that not only provide a gift to further our work but also make a stream of payments for life (or, with some plans, for a term of years) to one or more selected beneficiaries. You can arrange a charitable bequest to accomplish both goals by directing that the bequest be used to establish a testamentary charitable remainder trust or a gift annuity.

IT BEGINS WITH YOUR WILL

We have discussed a number of ways that permit you to make a significant gift to The Trewhella Foundation without jeopardizing your ability to meet current and future obligations. These options all have one thing in common ~ you need a will to implement them. The will is the foundation of testamentary charitable planning; indeed, it is the basis of estate planning in general.

For more detailed information concerning the various options mentioned, please contact AEHC Historical Consultant:

Arthur H. Criddle, M.Div.
19 Pent Rd. at Webster Point
Madison CT 06443

Phone: 203-245-0663
Fax: 419-781-7402
Email: [email protected]

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