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Posted by on in General Posts

Watch as Jeremiah Enna of The Culture House and a financial advisor discuss the benefits to joining the network.  You will also see some of the great work in arts education being done at The Culture House in a very family friendly environment.

Contact us to learn how your nonprofit organization can also benefit from joining the network at Future Needs Funding.

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"We owe so much to St. Paul’s for the education and character development our twin girls have received during their time here. The gift of life insurance will make it possible to truly reflect the value we have placed on this experience.”



 In addition to pledging a current cash gift, Mark and Robin have made arrangements to name St. Paul’s as a beneficiary on a life insurance policy. This arrangement allows them to make a significant gift to St. Paul’s in the future.  In addition, the premium payments they make are considered charitable donations, further reducing the out-of-pocket expense of making this generous gift.

 “Unlike a Capital Campaign where current dollars are raised to fill an immediate need, the nature of an Endowment Campaign is focused on the future, making future pledge fulfillment perfectly acceptable,” explained Jane Pennington, Director of Development. “A gift of Life Insurance is a great way to make an impactful gift with long-lasting benefits.”

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 If you would like more information on how you can make a gift of life insurance, contact your financial planner or insurance agent today.

 

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I was sitting in church one Sunday, as I had done most Sundays throughout my life.  This was a Sunday where the message focused on giving and missions budgets.  I tried to tune it out, as I had many times, but for some reason, this Sunday I couldn’t.

I heard the scripture reading from Matthew 25:40 (NIV) in a whole new way: “Truly I tell you, whatever you did for one of the least of these brothers and sisters of mine, you did for me.“

I was gripped with the conviction that I needed to give more; that just putting money in the offering plate wasn’t enough.  Then overwhelm set in – how could I choose where to give?  There were just too many needs, and I was barely making ends meet for myself.

How could I, one person, make a difference?  I decided to join God where He was already working and find a non-profit organization, outside of my church that championed a cause close to my heart.

I chose to support a poor family in Honduras, who had lost their father.  Women were not allowed to work, so his wife desperately needed help to provide food and shelter for herself and her children.  I have been sending checks for 15 years to an organization who coordinates their support.

Then I learned that I could give even more by turning $100 per month into thousands of future dollars by naming the organization as a beneficiary on a life insurance policy.  How exciting it was for me to be able to leave a legacy that changed lives, even after I was gone.

 

 

Contact your connected advisor to find out the many options available to do legacy giving in an easy and affordable way.

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Posted by on in General Posts

If we haven’t spent all of our hard-earned money, we want to leave most of it to our children and grandchildren.  However, we also want to leave a legacy that will benefit the non-profit organizations that we have passionately supported for many years.”

Bernie and Jackie have been owners of a successful family business for over 50 years and are life-long residents of Kansas City.  Their generous spirit has helped several non-profit organizations in the Kansas City area.  

They learned from their financial advisor and attorney that by simply changing the beneficiaries on their will and trust to include these non-profits, their wishes can be carried out without affecting their current lifestyle or their estate plans for their heirs.

One of the non-profit organizations benefitting is Bernie’s alma mater, Benedictine College.  Tim Andrews, Director of Planned Giving, states: “This gift will be a great benefit to Benedictine’s endowment and future expansion plans.  The impact for us is huge.”


This is a great example of how legacy giving can be accomplished for the benefit of the nonprofits you wish to support, all without cost or impact on your current lifestyle.  These efforts, when undertaken by more donors, will have a tremendous positive impact on the future.

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“I feel our estate plans are now complete! Our will and trust, not only reflect our wishes to benefit our loved ones, they also show our Love Fund as an additional beneficiary.  I don’t have to change my will and trust anymore, should I desire to benefit another non-profit organization in my estate plans.  I only have to add them to the Love Fund as a beneficiary.  This takes the complexity out of giving!  I am now focused on volunteering and supporting those organizations I am most passionate about!”

As a couple, we have been long-time volunteers and supporters of a number of non-profit organizations, including our church (which is especially important to us.) 

In additional to donating funds regularly, we decided to leave a portion of our estate to further the future of these organizations that we believe in.  We learned about this through our financial advisor, who made it so simple.  In fact, it only took about 15 minutes to set up!  He helped us to create a love fund, in our name, through a local community foundation.

All dollars we contribute to this love fund are tax deductible, in the same manner as a direct gift. 

Abbie and Irvin

Contact a connected advisor for advice and to aid you in your legacy giving plans.

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