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Planning Your Congregation's Future

Prepare a will. Only 50% of those who pass away have one. Without a will, you lose control of the possessions you worked a lifetime to acquire.
Leave a gift in your will for the charitable organizations which made a difference in your life. Less than 3% of all wills settled contain a charitable provision. Imagine the positive impact on your community if everyone made a donation to a favorite non-profit, even modestly.
Leave a specific dollar amount or a percentage of the assets in your will to your favorite charity. The provision can be part of a new will pr added to your existing will as a codicil.
Consider using assets for your charitable gift. These can include but aren't limited to: stocks, bonds, CD's, real estate, vehicles, art, and jewelry. Such gifts may even provide tax savings.

Name your favorite charity as the beneficiary of your IRA or pension plan. A secondary beneficiary inherits if the first beneficiary is no longer around.
Purchase a new life insurance policy naming your favorite charity as the beneficiary.
Name your favorite charity as the beneficiary of an existing life insurance policy.
Remember your deceased loved ones with memorial gifts to charities.
Encourage family members and friends to to leave gifts to charities in their wills.
Ask your financial advisor to include charitable giving as part of counsel to their clients.

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Last Updated: 21-Apr-2009

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