Planned Giving for Real People
Planned Giving is about being intentional in how you make gifts to your church.
It is for anyone who has more than a checking account and a credit card.
It is about using assets that you already have so that your gifts may provide a greater impact.
It is about saving money on taxes so that you can give more than you thought you could.
And, it is about leaving a legacy to your church family so that your heirs may know and experience God’s love.
Bequests
Create a Legacy.
Tithe your Will.
IRA Charitable Rollover
Go directly from your IRA to your church. Save taxes.
Donate Appreciated Stocks & Securities
Avoid capital gains tax, and also receive a charitable deduction.
Charitable Gift Annuity
Receive income for the rest of your life. Leave a legacy. Save on taxes.
Trusts
Create a lasting gift that will endure for generations. Scholarships, endowments, missions.
Charitable Trusts that Provide Income
Lead trusts, reminder trusts, uni-trusts. Avoid gift and/or estate taxes.
Life Estate Reserved
Give your home, remain there for life. Tax charitable income tax benefits. Leave a legacy.
Bargain Sale
Transfer your property. Receive cash or debt relief without paying substantial taxes.
Life Insurance
Donate a policy or make the church the beneficiary.
Tax-Wise Estate Planning
Help your heirs save taxes. Make the church a beneficiary of an IRA, and leave other assets for your heirs.
POD
Make the church part or total beneficiary of bank and investment accounts.
Donate Things You Don't Need
Cars, collections, clothes, condominiums. If you are not using it anymore, maybe the church wcould use it.