Your Legacy Matters Here
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Popular Ways to Give:
Assets like life insurance, real estate and retirement plans can become planned gifts.
Click to Learn MoreIt is never too early to write a will; it can only be too late. Writing your will is the most important step.
Click to Learn MoreExplore many ways to give directly: endowment funds, donor-advised funds, charitable trusts and more.
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Sample Donor
Congregation Member
Popular Gift Choices
Insurance Beneficiary
Get StartedHow It Works:
Designate First Presbyterian Church as the beneficiary of your paid life insurance policy.
Benefits:
- Costs nothing in your lifetime
- Easy to set up
Bequest
Get StartedHow It Works:
Give to First Presbyterian Church through your will or living trust.
Benefits:
- Costs nothing in your lifetime
- Can be updated if your circumstances change
Retirement Account
Get StartedHow It Works:
Make a gift of a retirement account that is no longer needed.
Benefits:
- Costs nothing in your lifetime
- Is easy to establish
Other Ways to Give
| Consider if... | Key Advantage | Tax Considerations | Minimum Contribution | Can be changed | |
|---|---|---|---|---|---|
| Bequest | You'd like a simple way to give that won't impact your financial situation now | Costs nothing in your lifetime and is easy to change | May help minimize estate tax and qualify for federal tax deduction | No minimum | |
| Retirement Account | [Placeholder] | [Placeholder] | [Placeholder] | No minimum | |
| Insurance Beneficiary | You have a paid life insurance policy that you don't anticipate needing | Can be established quickly and easily without an attorney | [Placeholder] | $2,500 | |
| Donor-Advised Fund | You'd like to maximize the impact of your donation over time through growth | Grants funds from the growth of a tax-free investment account | Generally eligible for immediate tax deduction | $2,500 | |
| Pooled Income Fund | You'd like to receive income through your gift | Provides dividends during your life, and benefits us after your lifetime | May qualify for partial tax deductions, but must pay income tax on the income stream | $10,000 | |
| Gifts of Real Estate and Other Assets | You have a particular asset like real estate or personal property in mind | Usually more tax efficient than selling an asset and donating proceeds | May reduce capital gains and a tax deduction for the fair-market value of the asset | Case specific |
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To learn more about how to make this gift, please contact us:
Contact Person
Director of Stewardship
555.555.5555
director@example.com
Ministry Relations Officer:
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