Planned Giving Opportunities: Your Investment in the Future
Planned gifts are for every generation. When you invest in the future with a planned gift to FCNL or the FCNL Education Fund, you
- support FCNL's Quaker witness in Washington in the years to come;
- educate friends about critical public policy issues;
- give voice to your concerns for peace, justice, and God's creation, as well as sustain yourself with retirement income.
Note: All funds are professionally managed and invested according to socially responsible investment guidelines. All gift types can be funded with appreciated securities, with additional tax advantages to you. Please consult a qualified estate and/or tax professional to determine the consequences of your gift.
Exercising Your "Will" Power
Whatever your age or the size of your estate, you should have a valid will. Unrestricted bequests enable friends of FCNL to underwrite the future work and witness of the organization. Bequests may also be directed to our endowment fund. Only gifts made to the FCNL Education Fund become a charitable contribution for your estate. Bequests of any amount are welcome. Request more information
Life Income Gifts
Planning a life-income gift or bequest takes special consideration and a number of issues need to be explored. Specific tax benefits are available from these kinds of charitable gifts. In order to explore how some of the benefits might work for you, please click here to try our confidential and secure Planned Giving Calculator.
Charitable Gift Annuities
With a charitable gift annuity, you receive a guaranteed fixed income quarterly for life and/or the life of another person you designate. Your annuity income is set in relation to your age at the time of the gift. You receive a charitable deduction for the year in which the gift was made, and a portion of the annual income payment is tax exempt. Minimum amount for annuity: $10,000. Minimum age: 60 years. Younger beneficiaries can choose a deferred starting date. Request more information
Charitable Remainder Trusts
If you contemplate a gift of $200,000 or more to the FCNL Education Fund, you may wish to consider either of the types of charitable remainder trusts (the charitable remainder unitrust or the charitable remainder annuity trust). Both provide you with income for life and are individually designed to meet your special needs. Minimum age: 50. Request more information
Pooled Life Income Fund
In making a gift to the FCNL Pooled Life Income Fund, you transfer cash or securities to the fund, but retain a prorated share of the fund's income during your life. You receive a charitable deduction for the year of the gift and quarterly income payments for life and/or the life of another person you designate. Your income is based on fund performance. Minimum amount or addition: $5,000. Minimum age: 45. Request more information
Questions? Contact the FCNL Development Office at (800) 630-1330 or by email at PlannedGiving(a)fcnl.org.