Planned Giving Home

Winter brings the promise of a new year.
Consider another promise this winter:
a Charitable Gift Annuity

For a gift of your cash, stock or property, we promise to pay you fixed income for life. Better yet, a portion of your income may be tax free!

Please take a few moments to explore our website and enjoy the wealth of information available to you. We look forward to serving you!

Diane O'Neal, Director

Wills Guide

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Guide to Planned Giving

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Benefits For Family and American Family Association

There are several types of giving plans. Many provide wonderful benefits for the donor. Several families have experienced the joy of giving charitably to help further our ministry, while also receiving increased income and generous tax savings as an ancillary benefit. You might start by meeting these friends. Just click on the picture and you can view each story.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with AFA Planned Giving. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.