Next Steps

Life Income Plans

Gift Annuities
  4. Consult your Financial Advisors
  5. TPF will prepare and deliver Agreement
  6. Transfer Cash, Securities or Real Estate  (PDF)
  7. Receive lifetime income
  8. Leave a legacy to provide for ministries of your choosing
Charitable Remainder Trust
  2. Consult your Financial Advisors
  4. Consult your Attorney for preparation of the Agreement
  6. Receive lifetime income
  7. Leave a legacy to provide for ministries of your choosing
Retained Life Estate
  4. Get an appraisal
  5. Transfer deed
  6. Receive Charitable Income Tax Deduction
  7. Live at home and continue to pay for property taxes, insurance and maintenance
  8. After your life and that of any survivor, your designated charity receives the property outright
  9. Leave a legacy to provide for ministries of your choosing
Donor Advised Funds
  1. Review Sample Agreements (PDF) or (DOC)
  3. Transfer Cash, Securities or Real Estate
  4. Make suggestions for Distribution of Fund for Ministries that are important to you
  5. See your Gifts making a Difference