Gifts to the church do not need to be limited to a bank account or easily accessible liquid funds.
Most non-profit organizations and institutions across the country benefit from gifts of stocks and bonds, IRA QCD gifts, planned gifts, and more. These same gifts are a great way to contribute to and continue support for the ministry and mission of your church. Many churches are set up to receive these types of gifts or can use the Foundation’s free and low-cost services to accept, manage, and disburse them.
Over the past few years, several gift options have become increasingly popular. These include: stocks and bonds, IRA QCD gifts, charitable gift annuities, and life insurance beneficiaries. Each gift offers a unique way to give and includes benefits for both you and your church.
Stocks and Bonds:
The Foundation can accept transfers of stocks and bonds to support your church. Instead of selling and donating the earnings, transferring stocks and bonds avoids capital gains taxes and allows a larger overall donation to your church. Learn More
Qualified Charitable Distribution (IRA QCD):
For 2025 and 2026, the age at which individuals must begin taking a Required Minimum Distribution (RMD) from a tax-deferred IRA is 73. Unless funds are given directly to a charity, the IRA balance, whether withdrawn or saved with the intent to give to a beneficiary, is subject to federal income taxes. Many individuals use this as an opportunity to give to their church. Learn More
Charitable Gift Annuity:
Gift annuities are created with a permanent transfer of cash or property (a minimum deposit of $5,000) and can be set up to provide payments to one or two people. Married couples can create a gift annuity that will provide for them while they are living and continues to support the surviving spouse after their death. Once one or both recipients have passed, the remainder of the charitable gift annuity is given to your beneficiary, the church. Learn More
Life Insurance Beneficiary:
Many individuals discover that they own a life insurance policy that is no longer needed. You can name your church as the owner and beneficiary of this policy. This allows your church to benefit from the policy and offers you a current income tax deduction and possible future deductions on premiums. Learn More
Schedule a Consultation
There are a variety of other giving options available that offer benefits to both you and the Methodist church or organization you are looking to support.
To learn more about these and other gift options available, and how to directly benefit your church, fill out the consultation form or contact the Foundation office at 334-793-6820 or [email protected].
The Foundation offers a variety of services and resources from consulting on planned gift options to accepting, managing, and facilitating long and short-term investing, gifts of stocks and bonds, charitable gift annuities, endowment programs (which includes a full step-by-step marketing kit), scholarships, financial education, and more. These services are often free or have very low, competitive administrative fees.
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