Planned Giving Guidance

Planned giving is the process by which individuals establish future gifts to the organizations and causes that mean the most to them. These gifts can include everything from cash, appreciated stocks and securities, real estate, business interests, life insurance policies, retirement plans, and so much more.

Planned gifts provide a unique opportunity for philanthropic individuals to set assets aside to be given to the organization of their choosing in their lifetime or after death. There are many tax benefits that go along with creating planned gifts that can maximize the gift and/or minimize its impact on the donor’s estate.

How the TBF Helps

Through individual consultation, the TBF can help you create a planned giving program built around your needs and future plans. The Foundation has expertise in house and a network of Christian Financial Planners and attorneys that can assist you in evaluating assets that can help you plan gifts to impact tomorrow.

Contact us today to learn more about our planned giving guidance