Posts Tagged ‘planned gifts’
Ways to Make a Planned Gift
There are many helpful and creative ways to make a planned gift. Here are the most important ones, according to Renard J. Kolasa, Esq., of Couzens, Lansky:1 Outright gifts, particularly appreciated securities. Gifts at death via Will or Trust – perhaps the most important source of gifts other than outright cash gifts during life; should…
Read MoreThree Steps for Victory
Who ever thought that doing planned giving could be like performing a triathlon? While swimming, bicycling and running sounds a whole lot harder to me, when I read “The Three Parts of Victory”1 it made perfect sense. When someone wants to compete, he or she needs to do three things: • Commit to a plan,…
Read MorePatient Love
“Planned giving is patient love,” says Phyllis Bowers, Executive Director of the U. M. Stewardship Foundation (Susquehanna Conference, Pennsylvania). “[It is] active sharing beyond life through a purposeful legacy.” Most of us are blessed to have loved ones in the here and now, but we also care about our children, grandchildren, and those who will…
Read MoreHeart, Character, Wills and Trusts
Here’s a great reminder of why we make planned gifts in any form! “Wills and trusts form a profound and lasting impression of what we affectionately hold deep in our hearts. We use them to honor congregations, church institutions, and our favorite charities by naming percentages or fixed dollar amounts. We can also use them…
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