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
Chronic Illness – Care of Your Person If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 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.
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 >>.
Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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 >>.
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 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
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 
