Planned Giving Home

Estate and Financial Planning Ministries

Our hope is to serve you and your family with helpful information about estate planning and gifts. An increasing number of Community of Christ members and friends who have aligned their legacy with their values as disciples of Jesus Christ are now benefiting from life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning.

IRA Rollover Gifts

To learn more about IRA Rollover Gifts, click the Launch button.

Benefits for Family and the Mission of the Community of Christ

There are several types of plans, many of which have wonderful benefits for the gift donors. The sample stories below serve as examples of how families can enjoy increased income and generous tax savings while supporting the mission of the church now and into the future. Begin your exploration by reading their stories. Just click on the picture to view each story.

Peace of Mind Gift Annuity
Many years ago, Clara 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 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 >>.

The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown and the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. The following 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.

	Thanks very much for visiting us! We would be very pleased to help you. Simply click here to e-mail us at your convenience.
Estate and Financial Planning Ministries Team

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 efpm@CofChrist.org.

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

A representative from Estate and Financial Planning Ministries is available to work with you. Everything is confidential. There is no obligation and nothing to buy. Contact us at efpm@CofChrist.org, or call 1-800-884-7526
(1-877-526-7526 in Canada).

Community of Christ Mission: We proclaim Jesus Christ and promote communities of joy, hope, love, and peace.
Community of Christ - 1001 W. Walnut Independence Missouri 64050-3562 USA