Legacy Giving. Many options. HOw do you choose the best path for your first forever gift?

 Gifts Now

  • Appreciated Securities: Give stocks, bonds, or mutual fund units, which stretch your charitable dollars and minimize tax burden.

  • Cash: Simply write a check or make a donation.

  • Charitable IRA Rollover: Once you reach at least 70.5 years of age, make tax-free distributions from your IRA to the church.

  • Life Insurance: Promise an eventual, or sometimes immediate, gift after life insurance has served its original purpose of protecting loved ones.

  • Real Estate: Deed real estate outright to First Church or by bequest. Gain an immediate tax deduction and avoid capital gains.

Gifts Later

  • Bank or Investment Account: Assign First Church the beneficiary of a particular investment or bank account.

  • Bequest: Include gifts to First Church in your will, such as specific funds or a percentage of the estate.

  • Retirement Assets: Create a gift that goes to First Church - a non-profit organization not subject to federal income or estate tax - as opposed to retirement accounts received by heirs, which are subject to income tax on the entire balance.

Gifts that Pay

  • Income Charitable Gift Annuity: Make a gift of cash or securities, receive a fixed income for life, and after your lifetime, the charitable remainder interest is available to the Permanent Endowment.

  • Charitable Lead Trust: Establish an irrevocable gift to a trust, giving a substantial annual income to First Church for a preset period of years or your lifetime.

  • Charitable Remainder Trust: Establish a trust, the charitable remainder of which is distributed as your gift after the lifetime(s) of the income beneficiary(ies).

Always consult with your financial advisor when making decisions about Legacy Giving.

Learn more about Legacy Giving
Permanent Endowment Fund Policy