Your Legacy Matters Here
A legacy gift is an opportunity for those of us who care deeply about this ministry and what happens here beyond our lifetimes. It takes the form of a gift through our will or estate plan. For most of us, this may be the greatest gift we make, our gift of a lifetime.
Planning A Gift:
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.
Click to Learn MorePopular Gift Choices
Charitable Remainder Trust
Get StartedHow It Works:
Establish a charitable remainder trust to generate an income stream to you or your designee for a set period of time, after which the remainder goes to the church.
Benefits:
- Provides regular income
- Potential tax benefits
Bequest
Get StartedHow It Works:
Give to Bethel 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 generous gift of your retirement account after your lifetime.
Benefits:
- Costs nothing in your lifetime
- Is easy to establish
Other Ways to Give
Donor-Advised Fund
Consider If:
You'd like to maximize the impact of your donation over time through growth
Key Advantages:
Grants funds from the growth of a tax-free investment account
Tax Considerations:
Generally eligible for immediate tax deduction
Minimum Investment:
$2,500
Learn More:
Download BrochurePooled Income Fund
Consider If:
You'd like to receive income through your gift
Key Advantages:
Provides dividends during your life, and benefits us after your lifetime
Tax Considerations:
May qualify for partial tax deductions, but must pay income tax on the income stream
Minimum Investment:
$10,000
Learn More:
Download BrochureGifts of Real Estate and Other Assets
Consider If:
You have a particular asset like real estate or personal property in mind
Key Advantages:
Usually more tax efficient than selling an asset and donating proceeds
Tax Considerations:
May reduce capital gains and a tax deduction for the fair-market value of the asset
Minimum Investment:
Case specific
Learn More:
Download BrochureOther Ways to Give
| Click for Contact Information | Consider if... | Key Advantage | Tax Considerations | Minimum Contribution | Can be changed |
|---|---|---|---|---|---|
| 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 this gift, please download the following brochure:
To learn about how to make this gift, please contact us:
Ministry Relations Officer:
Ellie Johns-Kelley
Email: ellie.johns-kelley@presbyterianfoundation.org
Phone: 855-251-8212
Ministry Relationship Officers (MROs) offer work with churches, ministries, mid-councils and individuals. Each one is a seasoned and experienced professional in planned giving, stewardship and church vitality. MROs are available to assist you with your inquiries and planned giving needs.
Contact Us
If you would like more information on how a legacy gift can help support the church, please feel free to reach out for a confidential conversation. For guidance and advice on how a legacy gift fits into your plans, talk to your financial or legal adviser who has knowledge of your personal situation.