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.
Call Us Email Us| 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 |
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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