Planned Giving

We help your donors secure a charitable legacy that includes your organization.

A planned gift brings together one's dream, assets, and goals.

We will carefully help your donors craft a one-of-a-kind gift by starting with three simple questions.

First, “What is your dream for ministry?” Is your donor passionate about missions, scholarships, children, or music? Do they want to replace their current giving on an ongoing basis beyond their own lifetime? Start with the dream.

Second, “What do you have?” We typically turn to our assets as the source of a planned gift.  Your donor may have more to their name than first thought; anyone can make a planned gift.

Finally, “What are your goals?” Is your donor trying to reduce their tax liability? Secure a lifetime income? Preserve something for an heir? There’s a planned giving option that takes those goals into consideration.

They have expressed to you at one time or another, “I want to do more.”

The Foundation is here to assist your donors in creating their charitable legacy. There are many types of planned gifts, and the right one depends on a donor’s personal and philanthropic goals.

Video: Planned Giving Overview

"The goal isn’t to live forever, the goal is to create something that will."

- Chuck Palahniuk

Frequently Asked Questions

Does planned giving include more than estate gifts?

A planned gift is any gift that requires intention above our “regular” giving.

Many planned gifts can be made immediately. Others can provide a lifetime income for you and a loved one, and still others can preserve something for an heir.

What planned gift vehicles can the Foundation provide?

  • Stock Gifts (immediate)
  • Donor Advised Funds (immediate)
  • Individual Endowments (immediate)
  • Charitable Trusts
    • Remainder Annuity Trusts (lifetime income)
    • Remainder Unitrusts (lifetime income)
    • Lead Unitrusts (preserve something for an heir)

How do people fund planned gifts?

Planned gifts are generally funded from a person’s accumulated assets, which may include cash, property, securities, retirement accounts, or insurance policies.

How can our donors give stock now?

Individuals donate their stock, and we will send a check to your organization for the full value of their gifted stock. Their gift is tax-deductible, and the donor can avoid paying capital gains tax on any appreciation in value since their purchase.

See Instructions for Gifting Stock

We provide general information or a conversation with an individual donor who is looking to secure their charitable legacy.

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