As you plan your gift, please know that planned giving is far more than a transaction.
Steps to a Legacy Gift
Step 1: Learn what Legacy Giving Really Is
Opportunity
For you who care so deeply for this mission and want to continue energizing opportunities, even after your lifetime.
The Gift of Our Lifetime
For you who are using your assets fully today—like your financial, personal and real assets. After our lifetime, most of us have the opportunity to make the largest and therefore the most impactful gift of our lives.
Leadership
For you whose generous decisions and actions have been witnessed by others. Your planned gift may inspire others to explore how they also can be a resource to those who come next.
Step 2: Impact the Future
Our church has long been a home for worship, fellowship, and ministry—both within our congregation and throughout our community. What we have today was built by those who came before us.
Now, we have the opportunity to plan for those who will come after.
A planned gift ensures that future generations will be equipped to:
- Teach and inspire the next generation
- Preserve and care for our cherished church home
- Embrace new ministry opportunities we cannot yet imagine
Through a legacy gift, your impact will continue beyond your lifetime. By making this commitment, you will remain Christ’s hands in the world—through this congregation.
Step 3: Design Your Gift
Your financial picture is unique—so design a planned gift that works for you and the people you care about.
When you plan your gift, you can often reduce taxes and direct more of your resources toward what matters most.
Common Options to Consider:
Bank or Retirement Accounts
Direct these assets to your gift to reduce potential taxes and maximize impact.
Life Insurance
Name a beneficiary or transfer ownership to create a meaningful future gift.
Bequest
Include a gift in your will or trust—choose a fixed amount, a specific asset, or a percentage of your estate.
Other Options
Explore additional strategies that may better fit your goals and financial plans.
To sustain your current level of giving for the future, consider planning a gift equal to 10–12 times your annual giving—a simple way to extend your impact indefinitely.
Take Action:
Review your options and choose a plan that aligns with your goals. Consult a professional advisor as needed.
Step 4: Educate Generosity
We demonstrate our values through both words and actions.
If you create a legacy gift, consider sharing the “why” behind it—your story can amplify the impact of your generosity.
The Endowment Committee will responsibly steward and manage all funds received to ensure your gift creates lasting impact.
Step 5: Contact FPC
We Are Here to Help
Please contact us to learn more about your legacy here.
Church Office
608.949.9445
info@myfpc.org
Thank you for considering your legacy here.
First Presbyterian Church