Planned Giving

Planning a Legacy for Life

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Estate Planning Survey

Charitable Gift Planning Tool

Charitable Gift Planning Tool

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Register for a Seminar

Contact Tom

Contact Tom

“The unique and historic moment we have inherited in the United States church [is]…
that we have a greater concentration of evangelical wealth than ever before in history…
more than enough to fund the fulfillment of the Great Commission.”
– J. Dickerson

Jesus’ parable of the shrewd steward in Luke 16 demonstrates that as Christians we ought to use worldly wealth in such a way that it benefits as many people as possible. Each of us in time will be called to assess and account for the management of the master’s wealth throughout our lifetime. “…What shall I do, since my master is taking the management [of the master’s wealth] away from me?” At the end of his tenure, the shrewd steward tied up the loose ends by allocating the master’s resources through maximizing the benefits to the most people. And he was praised by the master for doing so.

planning

An estimated $41 trillion is being transferred from the older generations to the younger, the largest wealth transfer in history, and it’s happening right now. This is an opportunity to leave an eternal Legacy for Life. If managed well, transferring your wealth has the potential of meeting your personal financial goals and providing for your family. And at the same time incorporating your passion for protecting preborn boys and girls and the dignity of their mothers.

A planned gift gives you the opportunity to:

  • Provide support for yourself and your loved ones during and after your lifetime.
  • Ensure that there will always be a place for women facing unplanned pregnancy to receive ethical medical services and save their babies.
  • Reduce income taxes, capital gains taxes, and/or estate taxes.

“The greatest opportunity to leave an eternal legacy is now. America’s two older generations hold 80% of the global church’s wealth… enough to fund the expansion of God’s kingdom worldwide for generations.”
– Rev. James R. Harden, M.Div President, CompassCare

Giving Options

Financial Securities

Transfer ownership of stocks, bonds, or mutual funds that have appreciated in value directly to CompassCare.

Benefits:
• Avoid capital gains tax
• Take advantage of charitable income tax deduction

Bequests

Name CompassCare in your will.

Benefits:
• Avoid federal estate tax
• Defer a gift until assets are no longer needed

Real Estate

CompassCare will connect you with a trusted third party to facilitate the gift.

Benefits:
• Avoid capital gains tax
• Gain an immediate income tax deduction

Retirement Assets

Name CompassCare as the whole or partial beneficiary of your retirement plan, or initiate an IRA Charitable Rollover directly from your IRA.

Benefits:
• Avoid a two-fold taxation on IRAs or other employee benefits plans
• Leave more non-taxable assets for your heirs by giving taxable assets to CompassCare

Life Insurance

Name CompassCare as a beneficiary of a life insurance policy you no longer need.

Benefits:
• Gain an immediate income tax deduction
• Increase future deductions by paying policy premiums

Charitable Life Income Trusts and Annuities

Consult with an estate planning professional.*

Benefits:
• Provide assets both now or in the future, for your family, yourself, or CompassCare
• Maximize the benefits of your legacy while providing for current needs

*Consult your accountant or attorney before taking any action. CompassCare would be happy to refer you to a trusted estate planning attorney, financial planner, or accountant.

What will your legacy be?

Find Out if Charitable Gift Planning is Right for You

Take this Short 7-Question Survey:

Name Email
1.)  Are you older than 55?
2.)  Are you retired or planning to retire soon?
3.) Do you have non-cash assets and/or financial investments?
4.) Will you have people who will depend on your assets after you pass away?
5.) Will you have assets remaining after you pass on?
6.) If you have not already, would you like to create an estate plan soon?
7.) Are there any charities/causes that you care deeply about?

Be sure to click Submit Quiz to see your results!



Charitable Gift Planning Tool

Click the image below to open the form in a new window. This tool will help you get started with estate planning by asking analytical questions about your goals.

Register for an Upcoming Seminar at CompassCare

Free 90-minute presentation on the basics of estate planning and various tools and resources available to you.

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