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.
Return to the Planned Giving Page