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Alternatives to A Bequest
Several little-known alternatives also avoid probate and usually avoid income taxes and "death taxes" to your estate. More on Alternatives to A Bequest >>.
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Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
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Bequests
Joe and Anna have been faithful stewards of the resources the Lord has blessed them with over the years. They believe it is important to provide tithe and gift offerings at their church and to support the ministry initiatives of the Evangelical Free Church of America. Through their planning they want to glorify God by multiplying healthy churches among all people. More on Bequests >>.
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Donor Advised Funds
Consider the advantages of this popular charitable giving program! It allows you to fulfill your stewardship intentions, streamline gift giving, gain attractive tax advantages, and support your favorite ministries and charities. More on Donor Advised Funds >>.
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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with at her local Evangelical Free Church. More on Easy IRA Gift >>.
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Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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Beneficiary Designations
Estate planning involves more than simply putting together a will or living trust. You should also check your beneficiary designations to make certain they are current. Not doing so may have undesirable outcomes. More on Beneficiary Designations >>.
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Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
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The Retirement Unitrust
Mary Johnson grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
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Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
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Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.
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A Bequest to Further Good Work
Nancy and David Atkins were dedicated workers in our ministry. Over the years, they had seen many individuals positively impacted by the good work of EFCA TouchGlobal, formerly EFCA Compassion Ministries. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.
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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, a representative from the EFCA Foundation shared an opportunity to join in a new ministry with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
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Birthday Gift Annuities
Julie and Jim have three married children and four grandchildren. For birthdays, they like to send out a card and a check to their loved ones. As they age, they are getting a little forgetful. Fortunately, they have arranged a way to make sure they do not fail to remember to send out a birthday card and check. More on Birthday Gift Annuities >>.
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"Flexible Choice" Deferred Gift Annuities
Bill and Carrie, ages 57 and 54, have worked hard and invested wisely. The Lord has provided for their needs during their working years. More on "Flexible Choice" Deferred Gift Annuities >>.
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A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for the Evangelical Free Church. As an individual who had directly benefited from his involvement locally, nationally, and internationally, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.
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Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
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Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting the Evangelical Free Church of America. They wanted to give back in a way that would help our ministry fulfill its mission. More on Leading for the Future >>.
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* These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or a combination of cases.
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