Your Legacy Matters Here
A legacy gift is an opportunity for those of us who care deeply about this ministry and what happens here beyond our lifetimes. It takes the form of a gift through our will or estate plan. For most of us, this may be the greatest gift we make, our gift of a lifetime.
Planning A Gift:
Assets like life insurance, real estate and retirement plans can become planned gifts.
Click to Learn MoreIt is never too early to write a will; it can only be too late. Writing your will is the most important step.
Click to Learn MoreExplore many ways to give directly: endowment funds, donor-advised funds, charitable trusts and more.
Click to Learn MorePopular Gift Choices
Charitable Remainder Trust
Get StartedHow It Works:
Establish a charitable remainder trust to generate an income stream to you or your designee for a set period of time, after which the remainder goes to the church.
Benefits:
- Provides regular income
- Potential tax benefits
Bequest
Get StartedHow It Works:
Give to Millwood Community through your will or living trust.
Benefits:
- Costs nothing in your lifetime
- Can be updated if your circumstances change
Retirement Account
Get StartedHow It Works:
Make a generous gift of your retirement account after your lifetime.
Benefits:
- Costs nothing in your lifetime
- Is easy to establish
Other Ways to Give
Donor-Advised Fund
Consider If:
You'd like to maximize the impact of your donation over time through growth
Key Advantages:
Grants funds from the growth of a tax-free investment account
Tax Considerations:
Generally eligible for immediate tax deduction
Minimum Investment:
$2,500
Learn More:
Download BrochurePooled Income Fund
Consider If:
You'd like to receive income through your gift
Key Advantages:
Provides dividends during your life, and benefits us after your lifetime
Tax Considerations:
May qualify for partial tax deductions, but must pay income tax on the income stream
Minimum Investment:
$10,000
Learn More:
Download BrochureGifts of Real Estate and Other Assets
Consider If:
You have a particular asset like real estate or personal property in mind
Key Advantages:
Usually more tax efficient than selling an asset and donating proceeds
Tax Considerations:
May reduce capital gains and a tax deduction for the fair-market value of the asset
Minimum Investment:
Case specific
Learn More:
Download BrochureOther Ways to Give
| Click for Contact Information | Consider if... | Key Advantage | Tax Considerations | Minimum Contribution | Can be changed |
|---|---|---|---|---|---|
| Donor-Advised Fund | You'd like to maximize the impact of your donation over time through growth | Grants funds from the growth of a tax-free investment account | Generally eligible for immediate tax deduction | $2,500 | |
| Pooled Income Fund | You'd like to receive income through your gift | Provides dividends during your life, and benefits us after your lifetime | May qualify for partial tax deductions, but must pay income tax on the income stream | $10,000 | |
| Gifts of Real Estate and Other Assets | You have a particular asset like real estate or personal property in mind | Usually more tax efficient than selling an asset and donating proceeds | May reduce capital gains and a tax deduction for the fair-market value of the asset | Case specific |
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To learn more about this gift, please download the following brochure:
To learn about how to make this gift, please contact us:
Ministry Relations Officer:
Rob Hagan
Email: rob.hagan@presbyterianfoundation.org
Phone: 888-211-7030
Ministry Relationship Officers (MROs) offer work with churches, ministries, mid-councils and individuals. Each one is a seasoned and experienced professional in planned giving, stewardship and church vitality. MROs are available to assist you with your inquiries and planned giving needs.