Jeffrey and Elizabeth were long time members of First Church. As they became aware of the opportunities of planned giving, they selected to participate in the Pooled Income Fund (PIF) created by their Church. A PIF is like a mutual fund that is exclusive for the Church’s benefit. It is a contract between the Church and the giver that provides a “give/invest” strategy that is mutually beneficial. Learn how a PIF can fuel ministry growth.

Upon entering retirement, Randall began to make plans to care for his wife in case he should precede her in death. Using the sale of real estate and appreciated stock, he funded a Charitable Unitrust in the amount of $1,500,000.