Marla and Ken purchased a life insurance policy many years ago to create security for their children's future. As the children grew-up, married, found good jobs and accumulated significant assets, the insurance didn't appear to be needed for its original purpose. The gift planner at their local Church told them they could make a significant gift to the work of their ministry by simply changing the beneficiary of their life insurance policy to the Church. Learn how Marla and Ken easily made a transformational gift to their church.

Thomas told his advisor that he wished to make a bequest to his Church. Thomas' estate included some stocks, real estate and an IRA. Thomas' advisor recommended that he give the appreciated stock and real estate to his children and leave his IRA to the Church. Learn how Thomas was able to provide a tax-free solution for his children and bless his church with a significant charitable IRA donation.