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.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...
IRA Rollover Gifts
If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.
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.
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 >>.
Bequests Joe and Anna's story is similar to many faithful supporters of Community of Christ who believe it is important to support the church's mission throughout the world. More on Bequests >>.
Tax-Free Sale Gene and Carol 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 >>.
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.
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Estate and Financial Planning 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 efp@CofChrist.org.
If you are a professional advisor, you may take the following steps on this site.
A representative from Estate and Financial Planning is available to work with you. Everything is confidential. There is no obligation and nothing to buy.
Contact us at efp@CofChrist.org, or call 1-800-884-7526
(1-877-526-7526 in Canada).
Estate and Financial Planning
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 
Steps to Wise Giving