A planned gift is deferred — that is, your gift is distributed only after some event or period of time has passed. You don’t need to have great wealth to make a planned gift. Even a small asset can be transformed into a gift that strengthens the ministry and mission of the Presbyterian Church (U.S.A.) by providing significant and ongoing support to its servants.
There are several ways to make a planned gift:
- Retirement Plan
- Life insurance
- Retained life interest
Through any of these, you can provide for yourself, your loved ones, and the Assistance Program. For more information, see the Planned Giving Options chart in Planned Giving (see Booklets and Publications at right).
When you make a planned gift, you may also benefit from certain tax and investment advantages, as explained more fully at the website of the Presbyterian Foundation, a PC(USA) agency with whom we partner.
Seek Expert Advice
The Board of Pensions is a 501(c)(3) charitable organization. All gifts are tax deductible as allowed by law. We do not render tax, legal, or investment advice. For such advice, please consult an attorney, tax professional, or investment professional.
Board of Pensions Legacy Society
The Board recognizes and honors the generosity and commitment of those who make planned gifts to the Assistance Program through membership in the Board of Pensions Legacy Society. If you make a planned gift, your name also will be listed, with your permission, in the Board’s donor booklet.
Whether you contribute your gift during your lifetime or through your will, gifts of all sizes are needed to provide for the future ministry of the Assistance Program. If you would like to explore the benefits of planned giving:
The Assistance Program Funds Development Office:
800-773-7752 (800-PRESPLAN), ext. 7300
The Board of Pensions of the Presbyterian Church (U.S.A.)
Assistance Program Funds Development Office
2000 Market Street
Philadelphia, PA 19103-3298