Ways to Give
IRA Charitable Rollover
Individuals over 70 ½ receive a “Required Minimum Distribution” (RMD) from their IRA. That RMD can be given directly from your IRA to an approved charity - a tax-efficient and convenient way to support ministry. We can help you with the appropriate paperwork so your IRA can be used to further the mission of the church.
Click here for forms to assist you, your IRA administrator, and the charity receiving your IRA Charitable Rollover gift.
Life Income Gifts
This approach allows you to give generously while caring for your own needs. You receive a tax deduction for the gift amount, and you also receive income for life or a specific number of years. The charitable remainder goes to the congregation or ministry you choose.
These gifts support your chosen ministry for years to come. With a permanent fund, you or your family establishes and names a permanent fund, and determines the charitable recipients. We create these funds with gifts of $1,000 or more.
Click here for more details about establishing and managing a permanent fund through the Christian Church Foundation.
The Steward’s Donor-Advised Fund
The Christian Church Foundation provides a donor-advised fund called the Steward's Donor-Advised Fund. This fund allows donors to contribute $10,000 or more to a special fund managed by the Christian Church Foundation. The donors then advise our team on the payment of both income and principal to causes of the church over their lifetimes.
This method of giving is particularly helpful to those who:
Want to make a gift now but will decide later which parts of the church or other charities should be the beneficiary of the principal or income;
Expect a higher-than-usual taxable income for any particular year;
Would like to make a gift before retirement so that tax benefit can be gained during peak-earning years, but distribution will be made during retirement years.
Click here to download an application to open a Donor-Advised Fund account.
Click here to download a form to request a distribution from your Donor-Advised Fund account.
A Personal and Charitable Financial Record
This document allows you to keep all of your personal and charitable records in one place. This record can be a helpful inventory guide when meeting with your attorney or estate executor.
Our team is always ready to help you consider your charitable financial options and determine which gift would best meet your needs and help accomplish your charitable goals. Contact us at anytime so that we may be of assistance in helping you plan your faithful legacy.