Cliff and Carol had a desire to create additional retirement income and to leave a charitable gift to their church. They chose to participate in a Pooled Income Fund (PIF) where their money would be pooled and invested together with others. They invested $50,000 in appreciated stock, thus eliminating the capital gains tax on the appreciated value. They also received a charitable deduction for the year they entered the pool, thus lowering their taxes. Cliff and his wife were able to receive a stream of income for the remainder of their lives and make a charitable donation to their church.

Gifts of Individual Retirement Accounts (IRA) are an excellent way for your giver to avoid income taxes on required minimum IRA distributions. Read this case study…

Donor Advised Funds (DAF) are one the simplest ways you givers can contribute long-term sustainable funding to your church. Read this case study to learn more…

A Pooled Income Fund (PIF) is widely used by universities and non-profits to expand resources. The church has the opportunity to provide this same funding model to its givers. Read this case study to learn more…

Bequests are an easy way to secure promised funding from your givers. Help your givers build a gift plan that includes generosity to your church. Read this case study.