Planned Giving Home

IRA Gift Video

Learn more about IRA Rollover Gifts by watching our IRA Rollover video.
Click here.

Quick Start

Welcome to the EFCA Foundation
Providing Planned Giving Resources
to Individuals and EFCA Ministries

The Charitable Gift Annuity: Guaranteed Income for Life. Support EFCA ministries important to you through the charitable gift annuity -- the safe and secure gift that also benefits you with lifetime income. Attractive rates are available based on age. Available for all states except NY and WA.

Details (power point), My Rate Calculator, Application (PDF), Tell me More

Sign up for our "FREE" donor newsletter! Beginning in June 2009, we will feature our new "Personal Planner" and offer friendly weekly articles on estate planning. The content will cover subjects such as wills planning, assets inventory, setting planning goals and much more. Tell me more

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Benefits For You

There are several types of gift plans to consider. Many gift plans provide wonderful benefits for donors and their families. Many of these families have met their stewardship goals while enjoying increased income and generous tax savings.

You might start by meeting these EFCA ministry friends. Just click on the picture and you can view each story.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with at her local Evangelical Free Church. More on Easy IRA Gift >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and now has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Beneficiary Designations
Estate planning involves more than simply putting together a will or living trust. You should also check your beneficiary designations to make certain they are current. Not doing so may have undesirable outcomes. More on Beneficiary Designations >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Lanny Harris
Vice President

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact lanny.harris@efca.org.

If you are a professional advisor, you may take the following steps on this site.