Planned Giving

What will be your legacy?

A plan for giving helps you and your family reap the benefits of smart financial planning while continuing to bless the ministries you support. Just like you, we are committed to advancing God’s kingdom. Let us help you design a giving plan that will meet your needs.

Download our Planned Giving Guide »

 

Planned Giving Tools


    Generating More Retirement Income

    Charitable Gift Annuities
    Provides regular income for you and your spouse while generating a potential tax deduction.

    Charitable Remainder Trusts
    Allows you to receive income payments and enjoy immediate tax benefits. Upon completion of the trust’s term, the remainder goes to a ministry of your choice.


    Transitioning Out of Appreciated Assets

    Donor Advised Funds
    Offers a potential upfront tax deduction for your deferred gift to ministry. You advise how, when, and where funds are distributed to ministry.

    Endowments
    Provides the ministry of your choice with ongoing support for an unlimited number of years, even after your lifetime.

    Charitable Gift Annuities
    Provides regular income for you and your spouse while generating a potential tax deduction.

    Charitable Remainder Trusts
    Allows you to receive income payments and enjoy immediate tax benefits. Upon completion of the trust’s term, the remainder goes to a ministry of your choice.


    Estate Planning and Distribution

    Will Questionnaire
    A simple will ensures a distribution plan for your assets upon your death. Receive this document free of charge when you designate a 10% gift to the AG ministry of your choice.

    Stewardship Trusts
    Manage assets while you live and provide for private asset distribution upon your death with a revocable stewardship trust. Documents are provided free of charge with a 10% gift designation to the AG ministry of your choice.

    Trustee Services
    We have the ability to act as an independent third-party trustee for your irrevocable charitable trust.


    Tax Planning

    Donor Advised Funds
    Offers a potential upfront tax deduction for your deferred gift to ministry. You advise how, when, and where funds are distributed to ministry.

    Stewardship Trusts
    Manage assets while you live and provide for private asset distribution upon your death with a revocable stewardship trust. Documents are provided free of charge with a 10% gift designation to the AG ministry of your choice.

    Endowments
    Provides the ministry of your choice with ongoing support for an unlimited number of years, even after your lifetime.


  • Estate & Trust Services

    We make planning your estate simple and straightforward. Contact us to find out more about will planning, stewardship trusts, and trustee services.


Planning with Purpose®

Your giving plan is so much more than a smart financial decision. It’s a path for providing for those you love and advancing the ministries God has placed on your heart.

Learn more »

Protect Your Wealth. Provide for Family. Give to Ministry.

A plan for giving helps you and your family reap the benefits of smart financial planning while continuing to bless the ministries you support. Our proven charitable planning techniques and team of consultants, accountants, and legal professionals understand the complexities of constantly changing tax laws. Just like you, we are committed to advancing God’s kingdom. Let us help you design a giving plan that will meet your needs.

Contact your regional consultant today »

Leave a legacy.

Planning makes a difference.

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