Types of Giving & Benefits

Gift Goal How To Amount Your Benefit
Cash Straightforward and simple gift Simply write a check or make a donation No minimum
  1. Your generous support
  2. Immediate income tax deduction
Securities An outright gift of securities, providing generous charitable support while reserving tax benefits for you Transfer stock or other securities directly No minimum
  1. Your generous support
  2. Federal income tax deduction
  3. Avoidance of long-term capital gains
Bequest A gift through your will or revocable trust that enables you to provide significant support when you no longer require the asset Name the church in your will or living trust. You can choose a percentage of the specific value. No minimum
  1. Your generous support
  2. Retain the asset for use during your lifetime
  3. Fully deductible for federal estate taxes
Retirement Assets A generous gift whose value to the church may be significantly greater than to your family due to tax treatment Name the church your beneficiary on a simple form from your plan administrator. No minimum
  1. Your generous support
  2. No estate or income taxes for the church
  3. Yet heirs could encounter both income and estate taxes
Life Insurance A generous gift to the church from a policy that is no longer needed Change ownership or name the church as beneficiary of a paid-up policy No minimum
  1. Your generous support
  2. Potential income tax deduction
Real Estate A gift that may be deeded outright to the church subject to policies and the approval of the church Deed the property to the church after full agreement on terms. Varies
  1. Your generous support
  2. Income tax deduction
  3. Avoid capital gains
  4. Remove sizeable asset from estate
Charitable Remainder Trust An irrevocable gift to a trust that provides you a fixed or variable income for life or a set term; at termination the residual goes to the church Establish a charitable remainder trust and name a trustee. Minimum $100,000
  1.  Your generous support
  2. Fixed or variable income
  3. Income tax deduction
  4. Reduce estate (tax) size
  5. Can change beneficiary
Charitable Gift Annuity An irrevocable gift that provides you or loved ones a regular fixed payment for life; after your lifetime the church receives the residual value Establish a charitable gift annuity contract with the Presbyterian Foundation. Minimum $10,000
  1. Your generous support
  2. Tax benefits
  3. Higher income than CDs or Treasuries
  4. More stability than equities
  5. Significant support for the church

We seek to live Christ's love, welcome all people and joyfully serve God.