Generating More Retirement Income
Planned Giving
A heart for giving. A mind for smart planning.
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AG Foundation
Structured as a “pass-through” or “conduit” foundation, AG Foundation is set up so that people can give charitably through it in order to achieve their giving goals.
Giving is simplified. AG Foundation receives your gift to process and becomes the facilitator of the gift, passing it to the ministry of your choice as the ultimate beneficiary. Depending on the gift option used, you receive potential tax benefits.
The Right Plan for Your Needs
To find the solution that best fits your needs, see the options below or click here for a side-by-side comparison.
It’s easy to meet your needs and bless ministry in order to achieve your giving goals.
Transitioning Out of Appreciated Assets
Estate Planning and Distribution
Tax Planning
Our Team
The team of giving specialists at AGFinancial includes technical, legal, accounting, and service-minded professionals who will work directly with you to simplify the process. We make it easy for you to give cash, as well as non-cash assets like securities, real estate, and business interests. Both simple and complex gifts can be given, including partial gifts that create income for you and others.
meet
Bryan Jarrett
Lead Pastor
Lonesome Dove Ranch
Northplace Church, Sachse TX
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“Through the various offerings of AGFinancial, we are operational today”
Testimonials found on this site are examples of what we have done for other clients, and what some of our clients have said about us. However, we cannot guarantee the results in any case. Your results may vary and every situation is different. No compensation was provided for these testimonials.
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Planned Giving is a process that integrates the personal, financial, and estate planning goals of donors with their desire to create current or future financial gifts for charitable purposes. Some planned gift options, like bequests, are very straightforward and are made by a designation in a Will or Trust. Others require additional planning and are designed to create present or future income stream for the donor or other beneficiaries, tax savings for the donor, and a legacy gift for ministries or charities.
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Assemblies of God Foundation offers planned giving tools such as Wills, Revocable Trusts, Charitable Remainder Trust, Charitable Gift Annuities, Endowments, Donor Advised Funds, and more.
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The major difference is in the calculation of the payments to be paid to the income beneficiary(ies) of the trust. Payment calculation of a Charitable Remainder Trust is dependent on the valuation of the assets of the trust, and an annuity trust payment is based on a single valuation while a unitrust payment is based on recurring valuations. Annuity trust assets are valued at the time the assets are placed in the trust. The trust assets are never revalued. Annual payments remain the same, whether the assets appreciate (increase in value) or depreciate (lose value). The assets in the unitrust are revalued annually. If the trust assets appreciate, the payments to the income beneficiary(ies) will increase. If the trust assets depreciate, the payments will decrease based on recurring valuations.
Top Educational Resources
For more ebooks and webinars visit our Educational Resources Section
Forms
Form to be completed by you and requires review by your third-party attorney.
Update the address of an institution on account(s) and/or investment(s)
Request periodic distributions from your Trust or Gift Annuity direct deposited to your checking account.
Update the address of an owner or authorized individual on account(s) and/or investment(s)
Update your legal name on all your investment(s) and/or account(s).
Provide authorized contacts with access to information regarding the account(s) and/or investment(s) of your institution.
Update the legal name of your organization on all your account(s) and/or investment(s).