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Individual Planned Giving

Plan your legacy today for peace of mind tomorrow.

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Estate Planning & Charitable Giving Made Easier

Creating a giving plan is not only a smart financial choice—it’s also a way to provide for your loved ones, gain potential tax savings, and bless the ministries that God has placed on your heart.

We can help you create a custom financial plan that will fit your unique needs and circumstances.

Gift Options Create Your Plan

Fixed payments, generous giving.

This annuity provides fixed payments for life with the opportunity to create a charitable donation.

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Giving that benefits you and ministry.

Charitable trusts allow you to create an income stream and reduce taxable income while providing to the ministry of your choice.

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Giving made easy.

Providing donors simplicity, freedom, and tax benefits, Donor Advised Funds (DAFs) are one of the fastest-growing charitable giving tools in the United States.

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An enduring legacy.

Designed to keep the gifted principal intact so it can grow over time, and allow the annual investment income to be used for scholarships, ministries, or other purposes you specify.

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Simple and straightforward planning.

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

Download the packet below to get started. Note the provided forms require review by your third-party attorney. Then, if you prefer, we will be happy to act as trustee, so you can relax, knowing your estate is in good hands.

Download Packet Call us

Estate Planning & Charitable Giving Made Easier

Creating a giving plan is not only a smart financial choice—it’s also a way to provide for your loved ones, gain potential tax savings, and bless the ministries that God has placed on your heart.

We can help you create a custom financial plan that will fit your unique needs and circumstances.

Gift Options Create Your Plan

Fixed payments, generous giving.

This annuity provides fixed payments for life with the opportunity to create a charitable donation.

Learn More

Giving that benefits you and ministry.

Charitable trusts allow you to create an income stream and reduce taxable income while providing to the ministry of your choice.

Learn More

Giving made easy.

Providing donors simplicity, freedom, and tax benefits, Donor Advised Funds (DAFs) are one of the fastest-growing charitable giving tools in the United States.

Learn More

An enduring legacy.

Designed to keep the gifted principal intact so it can grow over time, and allow the annual investment income to be used for scholarships, ministries, or other purposes you specify.

Learn More

Simple and straightforward planning.

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

Download the packet below to get started. Note the provided forms require review by your third-party attorney. Then, if you prefer, we will be happy to act as trustee, so you can relax, knowing your estate is in good hands.

Download Packet Call us

Our Plans Can Help Support Your Goals

  • Generating more retirement income
  • Transitioning out of appreciated assets
  • Leaving a legacy for family and ministry
A photo of a hand drawing on a map, indicating the guidance AGF's charitable gift planners provide

When you’re ready to plan, our team is ready to help.

Our team at AGFinancial includes technical, legal, accounting, and service-minded professionals who will work directly with you to simplify the process. We make it easy for you to give cash, as well as non-cash assets like securities, real estate, and business interests.

Reach out to start your personalized plan today.

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How do I know which Planned Giving solution is right for me?

Type of Planned Giving What it's Funded With Minimum Amount Required Donor Benefits Ministry Benefits Potential Tax Benefits
Charitable Gift Annuity Cash, stocks or bonds $10K Annuity payments for life After beneficiary death, actuarial value of annuity to ministry Partial income tax deduction, partial tax-free payment
Deferred Charitable Gift Annuity Cash, stocks or bonds $10K Annuity payments for life After beneficiary death, actuarial value of annuity to ministry Partial income tax deduction, partial tax-free payment
Charitable Remainder Trust Cash or appreciated property, stocks or bonds $50K cash or securities, $100K real estate Unitrust payment to donor or others After death of donor or trust termination Partial income tax deduction, savings on capital gains tax
Charitable Remainder Annuity Trust Cash or appreciated stocks or bonds $50K cash or securities Annuity fixed payment to donor or others After death of donor Partial income tax deduction, minimal savings on capital gains tax
Charitable Lead Trust Cash, property, or income-producing securities $50K cash or securities, $100K real estate After # of years, 100% of principal returned to donor or others Immediate, annuity or unitrust payment for stated term Partial income tax deduction, savings on capital gains tax
Donor Advised Fund Cash, stocks, bonds or property $10K cash or securities, $100K real estate Tax benefit Full income tax deduction, savings on capital gains tax Full income tax deduction, savings on capital gains tax
Endowment Cash, stocks, bonds or property $10K cash or securities, $100K real estate Tax benefit Full income tax deduction, savings on capital gains tax Full income tax deduction, savings on capital gains tax

We wouldn’t be here today, as a 120-acre center for ministry for children and rural pastors, had it not been for the creative ways that AGFinancial can help leverage people’s resources. I have watched those resources be put to work so that lives are changed.

—Bryan Jarrett, Lead Pastor, Northplace Church, TX

Testimonials found on this site are examples of what we have done for other clients, and what some of our clients have said about us. However, we cannot guarantee the results in any case. Your results may vary and every situation is different. No compensation was provided for these testimonials.

Frequently Asked Questions

Planned giving is a process that integrates the personal, financial, and estate planning goals of donors with their desire to create current or future financial gifts for charitable purposes. Some planned gift options, like bequests, are very straightforward and are made by a designation in a Will or Trust. Others require additional planning and are designed to create present or future income stream for the donor or other beneficiaries, tax savings for the donor, and a legacy gift for ministries or charities.

AG Foundation offers planned giving tools such as Charitable Gift Annuities, Donor Advised Funds, Endowments, Ministry Impact Funds® , Charitable Remainder Trusts, Revocable Trusts and more. For more information, visit our Planned Giving page.

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Explore our faith-based investment options and find stronger returns for your money.

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