Planned Giving
Planned Giving describes the various methods that an individual or family can use to support the church financially while also planning for their estate and their retirement. Certain types of gifts to the church may provide unique tax, estate and retirement benefits to the donor. In addition, these concepts may allow you to leave a legacy of love and support specifically for your local congregation or a favorite pastoral purpose within the church that will provide for future generations. You may tailor the gift to meet the unique needs of your personal financial circumstances and to support the mission of the church in a way that is meaningful to you.We encourage you to investigate the many resources found within the Planned Giving section of our website. You will be able to research the various techniques for yourself. In the Planned Gift Calculator section, you will be able to model different planned giving options and measure the benefits based upon your personal financial situation. You may also take advantage of our secure Wills Planning resource and locate an attorney in your area that specializes in this area of estate planning and charitable giving.
You will also find donor stories. These are examples of real life applications taken from the experiences of donors from all different non-profit organizations across the country. Thereby you may receive a better idea of how these strategies have benefited other donors and how you may do the same within your circumstances.
If you would like additional information or would like to schedule an appointment to discuss these concepts more completely, please call the Planned Giving department within our Erie office at 814 833 6063 or email us at [email protected]
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.More
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
Personal Planner
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor of appreciated property...MORE
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning.
Donor Story
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.MORE
