“Where your treasure is, there your heart will be also.”
Jesus (Matthew 6:21)
What is planned giving?
Planned giving encompasses a variety of ways that gifts can be made to the church from accumulated resources. It usually involves financial or estate planning; however, it is not reserved for the wealthy. Planned giving is a means by which anyone concerned with the wise use of his or her personal resources makes a considered choice about their ultimate disposition.
In general planned gifts are made through:
• A bequest in a will
• A life income gift. This includes gifts such as a pooled income fund, a charitable gift annuity, or a charitable remainder trust
• Gifts of special assets. This includes assets such as real estate, closely held stock, life insurance, retirement accounts.
Planned giving establishes a way for a donor to provide for family members while remembering the church as well. It often enables the donor to provide more for his or her heirs and to make a larger gift than thought possible. It often reduces taxes as well.
Planned gifts can be designated to go to the Major Capital Fund, the Mission and Ministry Endowment and/or the Fund for the Future.
Planned gifts are either outright gifts (i.e., gifts of appreciated securities, real property, personal property, etc.) or deferred gifts (i.e. bequests, charitable gift annuities, charitable trusts).
I'm interested in pursuing planned giving
Your giving information is highly confidential. Only an essential few people required to enter the information into the financial system will ever see it. The pastors and elders do not see this information.