Bellevue Presbyterian Church (BelPres) provides members and friends with an opportunity to invest in a lasting legacy by contributing to professionally managed accounts which fund extended mission work, benevolences, and special projects that will ensure Christ’s work continues through BelPres and beyond.

About Legacy Giving

As members and friends of BelPres, we share a deep sense of gratitude
for those who have gone before us. Each time we gather, we are
reminded of the gifts we were so generously given by our  ancestors
in the faith. As a result of their generosity, BelPres is able to deliver
the message of Jesus to our community and to the world. We
welcome you to make such a commitment in thanksgiving to God.

Planned giving is not reserved solely for those with great financial
wealth or special financial expertise. It is available to anyone with
a generous spirit and can be facilitated by working in conjunction
with an attorney and/or contacting Scott Burbank, BelPres’s Business Administrator.

Why Consider a Legacy Gift?

Sharing our faith and gifts ensures that coming generations
can respond to Christ’s calling in our church, community,
and the world.  Your gift will enrich the lives of others in
countless ways and may bring a personal sense of joy and
fulfilment.

There are many options to choose from when you are considering
a planned gift to Legacy Foundation. Planned gifts may provide a
number of financial benefits to the donor including lifetime
income, tax savings, reduced capital gains and estate taxes,
and release from financial management.

Management of Legacy Gifts

Contributions to BelPres are professionally managed and are placed into one of three following funds based upon donor designations:

  • The Endowment Fund is managed with the objective of preserving capital. Income from this fund is divided evenly between the two remaining funds.
  • The Missions and Benevolence Fund is used to extend mission and outreach locally and around the world.
  • The Capital Fund is used for projects that fall under the realm of construction, repair, furniture, and fixtures.

You can name BelPres in your will, trust or beneficiary designations. You can also make lifetime donations at any time. Gifts can be open ended or directed to specific funds.

Grant-Making Process

BelPres awards grants on a semi-annual basis and has established a
Board of Trustees with responsibility for determining grant awards
and overseeing professional management of funds gifted to the Church.

Requests for missions related grants are submitted to BelPres’s
Mission Department. The Missions Department reviews each request
for completeness and alignment with the department’s strategic
direction in order to select the grant requests to be submitted
to BelPres’s Board of Trustees for final award determination. A
similar process is followed for Capital grant requests which are
submitted by the Church’s Business Administrator.

Grants approved by the Board of Trustees receive final review by the Finance Committee
and approval by Session.

Upcoming BelPres Legacy Grant Mission Opportunity

Applications are due January 31, 2017

We are now accepting applications for the Annual Legacy Foundation Grants and invite you to apply by filling out the attached grant application. The Foundation’s focus for mission grants has a bias toward one-time, non-recurring gifts that will provide a direct impact on the mission of worthy Christian entities and/or their projects that espouse Christian principles, invoke Jesus and match the mission priorities of BelPres.  There will also be a strong bias to fund organizations that already have advocates who are active members and/or attenders of the BelPres congregation. The Foundation prefers not to receive grant requests that fund the operational budget for applying entities.

BelPres Legacy Grant application

Grant Beneficiaries

Sophia Way
Break through Partners/High 5
Congregation for the Homeless
Center for Champions/Rwanda Partners
Youth for Christ

“We live in an unprecedented time characterized by huge advances
in the Christian movement all over the world and shrinking financial
resources because of the economic time we are in. The Legacy Foundation
bridges the gap and leverages investments for maximum kingdom
impact. The grants we have received from the Legacy Foundation have
been a huge help to our mission partners and allowed us to fund
projects we never would have been able to.”

-Rich Leatherberry Associate Pastor for Missions

Donors' Stories

In this 4 minute video Scott and Jenelle Mullet talk about the importance of the church in their lives and their children’s lives, and how participation in the Legacy Foundation allows them to extend that influence for the generations to come. Scott talks about how the Foundation works, and how easy it is to give.

 

In this 3 minute video, Jeff and Sonja Hallstrom talk about their love for Jesus and for their grand-daughter, Jordan Meyers, and how the Legacy Foundation provides a way for them to extend a ripple effect to Jordan’s generation and beyond.

Legacy Association

BelPres has established a Legacy Association in order to recognize and thank our members and friends who have remembered the church in their planned giving. The association is intended to foster and extend the culture of giving established by our church ancestors whose caring gifts have enabled succeeding generations to fulfill God’s work on earth.

Gifts both large and small can significantly impact the future. There are many options to choose from when you are considering a planned gift to Legacy Foundation. If you are considering making a planned gift to BelPres, or would like more information, please contact Scott  Burbank, the church’s Business Administrator.

If you have already included BelPres in your estate plan and would like to be added as a member of the Legacy Association, please complete the registration form on the right or let us know by contacting Scott Burbank, the church’s Business Administrator.

Registered Legacy Association members will receive updates and an invitation to Legacy Foundation events.

Legacy Association Registration Form

  • This field is for validation purposes and should be left unchanged.

Benefits of an Estate Plan

Christian estate planning involves extending your faith and desires through charitable bequest even after you are gone. Proper planning can reduce estate taxes, leaving more money for family members and gifting.

You can name BelPres  in your will, trust or beneficiary designations. You can also make lifetime donations at any time. Gifts can be open ended or directed to specific funds.

Planned Giving Options

Lifetime gifts: There are a number of ways you can make a gift to BelPres and provide income for yourself and a family member during your lifetimes. These gifts may provide both current tax benefits and estate tax savings.

Gifts Made through Your Will: In making a bequest to BelPres, you may:

  • Designate a specific amount
  • Designate a percentage
  • Designate a specific item such as a security, real estate, art work, etc.
  • Establish a Testamentary Trust with income retained for your heirs for a period of time and the remainder to the Legacy Foundation or, with income to the Legacy Foundation, the remainder to your heirs.

Retirement Benefits: You may designate the Legacy Foundation as a beneficiary of your retirement plan and significantly reduce your estate and income taxes.

Life Insurance: Life insurance no longer needed for your family’s security may be redirected to Legacy Foundation, providing a current tax deduction for the cash value of the policy.

What Can You Do if You Are Interested in Making a Charitable Gift to BelPres?
If you want to consider other giving options or would like more information on the options mentioned here, please contact
Scott Burbank, BelPres Business Administrator, at  (425) 454-3082.

We strongly urge our donors to work closely with their professional advisors to determine the most advantageous charitable estate plan for them.

Sample Wording

Specific bequest:
“I give to First Presbyterian Church of Bellevue, Washington
the sum of $_______________ (OR all my right, title and
interest in the following described property _______________)
to be used in such manner as the church’s Legacy Foundation Board of
Trustees shall, in its sole discretion, determine.”

Residuary bequest:
“I give to First Presbyterian Church of Bellevue, Washington
the residue of my estate to be used in such manner as the
church’s Legacy Foundation Board of Trustees shall, in its sole
discretion, determine.”

Proportional bequest:
“I give to First Presbyterian Church of Bellevue, Washington
(a stated percentage or a fraction of the residue of my estate)
to be used in such manner as the church’s Legacy Foundation Board of
Trustees shall, in its sole discretion, determine.”

Contingent bequest:
“In the event that _______________ (name of spouse, child,
sibling, etc.) shall not survive me, then I give the same to
First Presbyterian Church of Bellevue, Washington to be used
in such manner as the church’s Legacy Foundation’s Board of Trustees
shall, in its sole discretion, determine.”

Contact Information

Scott Burbank, Business Administrator
First Presbyterian Church of Bellevue
1717 Bellevue Way NE
Bellevue, WA  98004

(425) 454-3082

sburbank@belpres.org

Legacy Foundation

Planning today for tomorrow’s generations

William Starks, Chairman

William Starks is the Vice President and Chief Financial Officer of Woodworth Capital, Inc. of Tacoma, Washington. He joined the organization in 1986 as corporate Controller and assumed his current position and joined the Board of Directors in 1997. William has a long history of working with non-profit organizations.  He joined the Corporate Board of the Boys and Girls Clubs of South Puget Sound in 2001 and has served on its finance committee. In 2005 Woodworth Family established the Woodworth Family Foundation. William has been a part of the foundation since its inception and is currently one of four Board members. He received his B.S. degree in Economics from Washington State University. He is a long standing member of the American Management Assoc. (AMA), Construction Financial Management Assoc. (CFMA), and Philanthropy Northwest. William and Pam were married in the old sanctuary in 1991. They have two children, Sam (18) and Madison (14).

William was ordained an Elder at FPCB, a member of Session from 2008 to 2011, and chaired the FPCB Finance Committee in 2009. He continues to be an active member of the Finance Committee.

Barbara Richter

Deneen Blake

Eric Moselle

Eric Moselle has a wife, Jerrilynn, for whom he is eternally grateful and is the father of two fantastic children.  He has been a member of BelPres since the mid-1990’s.  He is a Lifelong Elder at BelPres, sat on and chaired its Finance Committee, sits on its Legacy Foundation board, Chairs the John 14:2 Foundation, and is Treasurer of Eastside Academy’s board.  Making the Kingdom more prominent in this world is a fundamental ambition of his.

Eric is Chief Economist and Chief Risk Officer for Weidner Apartment Homes and is a member of its Executive Team.  His professional experience includes commercial real estate mortgage underwriting and loan servicing for regional, national and international mortgage banking companies and commercial real estate appraisal.  He is a member of The Risk and Insurance Management Society and the Vermont Captive Insurance Association.

Eric is a multifamily real estate investor and is the lead investor in and primary advisor to a small profitable and growing software startup called Digitalchemy.  He earned an M.B.A. from the University of Washington and a B.A. from the business school at Washington State University with a major in Finance and a minor in Economics.

Perry Satterlee

Perry and his wife Melinda have been members of BelPres for fifteen years. Melinda has served as a Sunday school teacher and is currently a Deacon. They have four children, Josh, 19, Jake, 17, Stiles, 15 and Paige, 13. Perry served on the Board of Linking Shields, Eastside Academy and currently serves on the Board of and Jubilee REACH. Perry was an elder at BelPres from 2013 to 2015. Perry has spent the last 20 years in a variety of wireless industry start-ups.

Darin Jensen, JD, LL.M.

Darin Jensen is a Principal at Lasher Holzapfel Sperry & Ebberson, a medium-sized law firm in downtown Seattle.  Darin’s practice concentrates on business and estate planning with a strong emphasis on tax planning for families and their enterprises.  He represents individuals, businesses, tax-exempt organizations, and private family foundations in a variety of matters and has recently coordinated over $450 Million in wealth transfers from the senior generation to the junior generation utilizing family limited partnerships, sales to trusts, intrafamilial loan arrangements, and private foundations. Darin received Bachelor’s Degrees in conomics and Sociology from Seattle Pacific University, a J.D. (juris doctor or law degree) from Seattle University School of Law, and an LL.M. (Master of Laws degree) in Tax from the University of Washington School of Law.  He is a past chair of the Finance committee, a Lifelong Elder, and served on the Pastoral Nominating Committee for the Senior Associate Pastor position. Darin and his wife, Shannon, have three wonderful daughters.

Melodie Zakaluk

Melodie is Chief Operating Officer of Rainier Investment Management, Inc., and is responsible for the overall operational activities of the firm. Melodie is also the President, Chief Executive Officer and Chief Financial Officer to the Rainier Funds. She has an extensive 21-year career in the financial services industry. Prior to joining Rainier, Melodie was the Managing Director for U.S. Operations and Finance, Americas for Russell Investment Group. During her tenure as a senior executive, she was responsible for the strategic management and leadership of daily operations and compliance monitoring, distributor servicing, information management for internal and external customers. For eight years previous to joining Russell, Melodie worked for the independent public accounting firm of Price Waterhouse LLP in Boston, Massachusetts, as a client service audit manager providing business advisory and audit services to investment management firms. Melodie has been a Certified Public Accountant since 1991 and received a Bachelor’s degree from the Carroll School of Management, Boston College, in 1988. Melodie and her husband joined Bellevue Presbyterian in 1996.  They have two sons ages 15 and 12. Melodie and Ken have been strong supporters of Eastside Academy for over ten years and Ken currently serves on their board. Melodie is an elder currently serving on Session at Bellevue Presbyterian and a member of the finance committee.

Judy Courshon, CPA, MT

Judy is a CPA in Bellevue. She is the Founder and President of Wellspring Group PS CPAs, specializing in family taxes. Volunteer activities include various charitable gift planning boards including the Seattle Foundation and numerous private foundation boards. She has been a member of BelPres for 20 years. Her family includes her husband Bill and daughter Caitlin.

Scott Burbank (ex-officio)

Scott Burbank is the church’s Chief Business Guy.  Scott has a lot of diverse business experience in both the US and Internationally.  Scott and his wife Susan were missionaries in Micronesia in the mid-80’s, and business consultants until the mid-90’s when Scott went to work for one of his customers, Microsoft.  Scott ran a special operations team for Microsoft until 2010.  Scott joined the staff of BelPres in 2012 after he and Susan sailed their sailboat to Maui and Alaska as part of their two year ‘Jubilee’ celebration.

At BelPres, all financial, facilities, IT and Communications services roll up to Scott as Chief Business Guy.

Rev. Rich Leatherberry (ex-officio)

For more information regarding Rev. Rich Leatherberry. Please contact Administrative Assistant Elizabeth Hayford at ehayford@belpres.org.

Legacy Foundation Grant Applications

The BelPres Legacy Foundation provides church members, attenders and friends with an opportunity to participate in a lasting legacy that helps to ensure Christ’s work continues through extended mission work, benevolences and special projects at Bellevue Presbyterian Church and beyond. The Foundation is funded primarily from planned/estate giving and is managed by a Board of BelPres church members.

The Foundation’s focus for mission grants has a bias toward one-time, non-recurring gifts that will provide a direct impact on the mission of worthy Christian entities and/or their projects that espouse Christian principles, invoke Jesus and match the mission priorities of BelPres.  There will also be a strong bias to fund organizations that already have advocates who are active members and/or attenders of the BelPres congregation. The Foundation prefers not to receive grant requests that fund the operational budget for applying entities.