Planned Giving

One of the simplest strategies is to add FWC to your will, bequest or trust documents. You can choose to leave FWC a percentage, a specific dollar amount, specific pieces of property, or the residual of your estate after providing for your heirs.  

Charitable Lead Trusts are used to transfer assets to loved ones and reduce gift and estate taxes by a significant amount or eliminate them entirely. These trusts also allow you to provide immediate support to FWC each year for a specific time period—either a person’s life or a term of years. Then the asset reverts back to the family or hiers. 

A charitable remainder trust provides for annual income to you or another person you designate for life or a specified period of time, after which the remainder of the trust is left to FWC. The donor may receive significant tax benefits, especially when donating appreciated assets.

Naming FWC as a beneficiary of your IRA, 401(k) or other qualified retirement accounts may provide tax benefits for your estate. If you are age 70 1/2 or older, you may also qualify to donate some or all of the annual Required Minimum Distribution (RMD) from your retirement accounts to a charity such as Fort Worth Christian.

You can help support FWC by gifting real estate, stocks, and other securities that may provide significant tax benefits.  Donating appreciated securities can reduce or eliminate the capital gains tax as well as other tax benefits.