Planned Giving
Create a generational legacy that shares your values with your family and supports the organizations closest to your heart — while optimizing tax benefits and growing your income.
Acts 20:35 — "It is more blessed to give than to receive."
The Power of Strategic Giving
Generosity That Multiplies
Planned giving is about creating generational legacies that share your values with your family and others — both now and after you're gone. Through strategic giving structures, you can lower taxes on the sale or transfer of highly appreciated assets, create greater income across multiple generations, and leave a lasting Kingdom impact.
90% of wealth is held in non-cash assets, yet only 20% of giving is done using non-cash assets. This represents an enormous opportunity for Christians who want to maximize their generosity while stewarding their resources wisely.
When gifting capital assets, three powerful things happen: you bypass capital gains tax, receive an income tax deduction at fair market value, and the charity benefits from the full asset value.
Giving Strategies
Vehicles for Strategic Generosity
We help you identify the right giving structures to achieve your charitable goals while maximizing tax efficiency.
Donor Advised Funds
Flexible charitable account that provides an immediate tax deduction with the ability to recommend grants over time.
Charitable Remainder Trusts
Provides income to you or beneficiaries for a set period, with the remainder going to charity.
Charitable Gift Annuities
Fixed income stream for life in exchange for a charitable gift, with a partial tax deduction.
Charitable Lead Trusts
Provides income to charity for a set period, with remaining assets passing to heirs at reduced tax rates.
Pooled Income Funds
Combine your gift with others for diversified investment, receiving income for life.
Family Foundations
Establish a private foundation to involve your family in charitable giving for generations.
Ready to Steward Your Resources with Confidence?
Schedule a complimentary consultation to learn how we can help you align your finances with your faith.