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Gift choices for you and your church are more important today than ever before. In addition to making an outright cash gift, you have the option of making planned gifts such as bequests, stocks, life insurance, and real estate. Examples of planned gifts, which are listed below, are not intended as specific tax or legal advice but offer a brief description of some of the giving choices that are available.

Go to CTMF Gift Calculator to determine planned giving options.

You should always consult your attorney and tax advisor to determine the benefits of these gift methods for you and your church and to plan your special gift to your church.

The Foundation is available to assist you with your planned giving program. For information, call 800.333.4096 or email ctmf@ctmf.org.

Bequests by Wills and Living Trusts

Bequests by wills or living trusts are wonderful ways to express your love for your church and to ensure its vibrant future. You might consider a tithe of your estate, a gift of a particular asset, or a gift of a percentage of your estate.

back to topLife Income Gifts

Life income gifts are arranged by giving money or property in exchange for income for life or for the number of years that you choose. Your church is the final beneficiary.

back to topCharitable Gift Annuities

A charitable gift annuity provides guaranteed fixed income for life with advantageous tax treatment. The annuity rate is based on your age at the time your life annuity payments are to begin. You can have payments begin immediately or defer payments to some future time.

back to topCharitable Remainder Annuity Trusts

Charitable remainder annuity trusts feature a fixed income for life or for the period of years that you select. Within guidelines, you can set the level of income you want to receive from your trust.

back to topCharitable Remainder Unitrusts

Charitable Remainder Unitrusts feature a variable income that is based on a percentage of the trust assets every year. You may add to these trusts anytime you wish.

back to topReal Estate (Homes or Farms)

You may give your home or farm under a special deed that allows you to use and enjoy the property for your lifetime. This is called a gift of property with a retained life estate.

back to topIRAs and Life Insurance

IRAs and life insurance gifts can be made by naming your church as a beneficiary. Contact your account representative to obtain the forms needed to include your church.

back to topSecurities

You may give shares of stock, mutual funds, or bonds outright or in exchange for a charitable gift annuity or trust. Special rules apply to closely held stock.

For more information, go to FAQs planned giving or contact the Foundation.