We have built this library of resources to help you navigate the complexities of financial planning, taxes, and giving with confidence. Explore and feel free to contact us if you are ready to get connected with an advisor.
We can help you discover what type of assets make the best gifts that pay income to you and your family. These gifts can provide steady payments while offering meaningful tax advantages and supporting the missions you care about. For any additional gift types or to learn more about gifts of retirement assets, securities, business assets, real estate, bequests, and tangible personal property, reach out to a FaithWise Advisor.
A charitable remainder unitrust allows you to transfer cash or appreciated property into a trust that provides you with income for life or for a set number of years. The trust can sell assets tax‑free and pay you a fixed percentage each year. When the trust term ends, the remainder supports the charitable organization you choose.
With a charitable remainder annuity trust, you can transfer cash or appreciated property to a trust that pays you a fixed income for life or for a defined term. Your property can be sold within the trust without immediate capital gains tax, and the remaining value at the end of the trust benefits the charity you select.
A charitable lead trust allows you to support your preferred charitable organization with annual payments for a set number of years. When the trust concludes, the remaining assets pass to your family — often with significant tax advantages.
A sale and unitrust arrangement allows you to transfer a portion of your property to a charitable remainder trust while receiving cash from the sale of the remaining portion. The trust then provides you with income for life, blending financial flexibility with charitable impact.
A “Give It Twice” trust is designed to provide your children with a steady stream of income for a period of time while also making a meaningful gift to the charitable cause of your choosing. This approach allows your legacy to care for both family and mission.
For individuals 70½ or older, an IRA charitable rollover, also called a Qualified Charitable Distribution (QCD), can be a meaningful way to support the causes close to your heart. Below is helpful information for those considering this type of gift.
If you’re exploring whether an IRA charitable rollover is right for you, your FaithWise Advisor or IRA custodian can offer personalized guidance.
If you’re seeking greater stability in an unpredictable market, a charitable gift annuity may offer a thoughtful way to steward your resources. This type of gift provides you with dependable, fixed payments for life while also supporting the charitable work you care about.
If you fund a gift annuity with cash, a significant portion of your payments may be tax‑free. Funding with appreciated securities may also allow you to reduce or avoid capital gains tax. A FaithWise Advisor can help you explore which option is best for your situation.
Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues
From understanding our fee structure to learning how we select investments, we believe in radical transparency.
