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Legacy Planning Tools

What legacy will you leave behind when you enter the Church Triumphant? Estate planning offers Presbyterians the opportunity to make an enduring statement of faith in the structure of their estate. This act of stewardship can leave an indelible mark on your Church or a mission program of your choice. You may be surprised that even a small asset can be turned into a gift which will support your choices in perpetuity. You may even identify assets previously not considered that could be used to make a generous gift.

The Presbyterian Foundation works with faithful Presbyterians to help fund the congregations and ministries they love. We’ve created the following tools to assist you in your estate planning. Foundation staff members have expertise in charitable giving and are always available to you for consultation. As with any decision regarding legal and financial matters, we recommend you consult with your own independent professionals including: attorneys, accountants, trust officers, life insurance professionals, investment advisors, and real estate brokers.

Composing a Legacy provides an overview of many charitable giving instruments available through estate planning. Equipped with this information, you can more fully evaluate and discuss estate planning options with your financial and legal advisors. These include bequests, trusts, endowments, gift annuities, life insurance, and more.

Guide to a Christian Will provides a simple guide to preparing your will and including bequests to your congregation and other cherished ministries.

The Record Keeper is a tool to help you organize information and record your possessions. Upon completion, it will provide a clear, precise record of your personal and financial information. It can be used to prepare an estate plan; it is also a convenient way of organizing information for your loved ones.



  Composing a Legacy
 
  Record Keeper
 
   






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