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Updated Tax Guides: Download your free 2024 Tax Guides for Churches and Ministers.
Updated Tax GuidesDownload your free 2024 Tax Guides for Churches and Ministers.

PLANNED GIVING

Make a lasting impact for generations to come

Good stewardship calls for financial planning and estate planning that cares for our families and loved ones. A kingdom-minded vision for planning moves beyond that to consider how our resources can continue to further God’s kingdom for future generations.

 

What is Planned Giving?

Planned gifts are planned for during the donor’s lifetime but often not realized by the beneficiary until the donor’s death. A planned gift is an expression of your and your family’s values and commitment to Christian stewardship. It’s a way of saying that after your family and loved ones, these are the causes that matter most, and providing for them is important to you.

A planned gift to the Relief Fund ensures PCA pastors, widows, and ministry workers are cared for during every season of ministry.

 

Why Consider a Planned Gift?

  1. We know that only God holds and knows our future. We never know when we will meet the end of our days but planning what happens to your finances after death can ensure that your legacy is entrusted to what you cherish.
  2. For many, a gift in your will or trust, or as a beneficiary designation, will be the largest financial gift you are ever able to make. 
  3. Certain gift options have tax benefits that allow you to give more to your family and to admired ministries.

Planned Giving Options

There are many ways to make a planned gift.

Wills and Bequests

Include the Relief Fund in your estate planning. By designating a qualified charity like the Relief Fund as one of the beneficiaries of your will or estate, you can provide financial assistance for future pastors and their widows.

Non-Cash Assets/Stocks

Experience a double tax benefit when you receive a tax deduction for the fair market value of the gift and also avoid paying capital gains tax.

Retirement Accounts (QCDs)

Giving from your retirement account is a simple way to make a tax-saving gift. A qualified charitable donation (QCD) allows individuals, 70 1/2 or older, to donate up to $100,000 from a taxable IRA instead of taking their required minimum distribution.

Beneficiary Designation

Donors can name a qualified charity as a beneficiary for their life insurance policy or unused retirement assets.

Donor Advised Funds (DAFs)

Giving through a DAF is one of the most tax-efficient ways to give. Donors can make a gift, receive an immediate tax deduction, then recommend grants from the fund over time.

Gift Annuities & Trusts

Charitable gift annuities, charitable remainder annuity trusts, charitable remainder unitrusts are gifts to a nonprofit that pays income to the donor. Charitable lead trusts provide a fixed income to the charity for a fixed term, after which the assets return to the donor or their beneficiaries.

Include the Relief Fund in a Planned Gift

Download a gift commitment form

Completed forms can be sent via email or mail. For most planned gifts, provide the following information below to the appropriate institution or individual.

Legal Name: Geneva Benefits Group, Inc.

Tax ID #: 74-3069926

Address: 1700 North Brown Road, Ste 106, Lawrenceville, GA 30043

Contact: Ms. Chris Zurbach (relief@genevabenefits.org)

Please note that in 2022, we changed our name from PCA Retirement & Benefits, Inc. to Geneva Benefits Group but continue to use our existing Tax ID # (EIN) and Geneva Benefits Group Inc. is a State of Georgia nonprofit corporation.

We’re Here to Help

Interested in learning more about making a planned gift? Fill out the information below and an experienced gift officer will reach out to schedule a consultation.