Planned gifts help generous individuals make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate.
Wills & Bequests
The Future Needs an Advocate
Estate Planning, FCNL, and You.
You’ve Heard You Need a Will — Here’s Why.
A no-nonsense primer on how having a will can affect various people in your life. And it’s not just your children.
Gifts of Retirement Plans
Will You Avoid Excess Taxes?
Learn to avoid excess taxes! A clear overview of the benefits of using IRAs and other retirement plans to fund estate gifts.
Charitable Gift Annuities
A Steady Stream of Cash You Can Rely On
Who wouldn’t want a steady stream of cash that they can count on, especially in an unstable economy or when stocks are on a roller coaster ride?
Wills & Bequests
Gifts of Life Insurance
Don’t throw that life insurance policy away!
Couples with very young children often purchase a life insurance policy as extra protection for their families, just in case something happens to dad or mom, the breadwinner is no longer able to work, or something catastrophic occurs. After the children are grown, what happens to the policy? Often, nothing at all. It is common for the policy to be put in a file drawer along with other important documents and forgotten.
Gifts of Appreciated Securities
Giving Appreciated Assets: The Last, Best Tax Break?
You don’t have to write a check to make a gift to FCNL Education Fund.
Deferred Gift Annuities
Give Now, Increase Your Retirement Income Later
If you are still working, we hope you have a plan in place to build up the value of your retirement account. That plan could include pre-tax contributions you are making to a retirement plan at your place of work; matching contributions from your employer; as well as contributions to a Roth IRA or other retirement plan. All of these have annual limitations on the amounts that can be added. Those limits might get in the way of your plans to build a healthy retirement account that will support you financially in your later years.
Charitable Remainder Trusts
A Charitable Remainder Trust Can Customize Your Contribution!
There are several gift plans with FCNL Education Fund that pay you lifetime income in return for your gift. This is the inside story on the two most flexible of those plans in our portfolio: the Charitable Remainder Unitrust and the Charitable Remainder Annuity Trust.
Gifts of Real Estate
Gifts of Real Estate, a Charitable Alternative That Helps You and FCNL Education Fund
Gifts of real estate often deliver a much larger value than gifts of other assets. Read this brochure before making a commitment.
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