Bequests & will provisions
Include your church or ministry in your estate plan with a simple bequest provision. We provide sample language so you can work with your attorney to make the process straightforward.
Planned gift types
Beneficiary designations
Name your ministry as a beneficiary of a retirement account, life insurance policy, or investment account — often the most tax-efficient form of planned giving.
Charitable remainder trusts
A CRT provides income to the donor during their lifetime and a remainder gift to ministry. We help structure and administer these gifts in partnership with estate planning professionals.
Endowment gifts
Direct a planned gift into your organization's endowment fund for permanent, compounding impact. We manage the invested assets and distribute income according to your spending policy.
Why planned giving?
Largest gifts
The most significant donations most ministries will ever receive come through estate plans — not annual giving campaigns.
Tax-efficient
Planned gifts bypass capital gains, reduce estate taxes, and can provide income to donors during their lifetime.
Donor-driven
Most planned giving donors don’t need to be sold — they need to be invited. A simple conversation often unlocks gifts already in motion.
Generational impact
Endowment gifts compound permanently, providing annual income that sustains ministry across generations.
How we help
We provide everything your ministry needs to launch and sustain a planned giving program — from policy templates to donor-facing materials to investment management.
Gift acceptance policy
We draft a board-ready policy that defines which gift types your organization will accept and the procedures for receiving them.
Donor communication
Sample letters, bulletin inserts, and planned giving Sunday materials that make the invitation warm and accessible.
Staff & board training
A practical workshop for your leadership team covering the basics of planned giving, donor conversations, and legal considerations.
Endowment establishment
We provide investment management, spending policy guidance, and annual reporting.
Workshop for donors
Interactive sessions designed to educate donors on planned giving options and strategies.
Ongoing support
Our team is always available to answer questions, provide guidance on new gift opportunities, and support your ministry's planned giving program as it grows.
Related resources
Start the conversation
Every legacy starts with a conversation.
Our team helps donors and ministries structure planned gifts that honor values, maximize tax benefits, and create permanent impact.