Planned Giving

Josiah White’s Gift Planning/Legacy Giving Opportunities

A well-planned, intentional strategy for your giving can make all the difference. At Josiah White’s, we would like to start a conversation with you to create a Giving Strategy based on biblical principles that empowers your drive to be more faithful, generous, and fully alive. If you want to give with more impact, cultivate unity in your family, and leave a legacy of generosity, let’s start a conversation.

Josiah White’s has been blessed to serve since 1850.

Planned giving come in three types: current gifts, deferred gifts, and split interest gifts. White’s has been blessed by friends that have used avenues for their charitable giving that include; Outright Gifts · Bequests · Appreciated Securities · Life Insurance · Qualified Charitable Distributions (QCD).

And we would be honored to hear your story that has brought you to the place of considering gift planning with Josiah White’s.

Noncash Asset

Caring for the children in this way helps you save on taxes and creatively support Josiah White's.

Memorial Gifts

A special way to honor the memory of a loved one while helping impoverished children.

Estate Planning Tools

Take advantage of our two, free estate planning tools when contemplating how to manage your estate.

Beneficiary Designations

Simple and convenient ways to help children living in poverty lead bright, healthy lives for years to come.

Trusts

These options can provide you with income for a period of years or for your lifetime.

Wills

Simple, flexible gifting from your estate plan is one of the easiest ways to offer long-term support to Compassion.

Annuities

Help children in poverty lead healthier, more hopeful lives as you receive fixed payments for your lifetime.

Required Minimum Distribution

Receive a charitable deduction while complying with IRS distribution guidelines.

Advisors and Brokers

Information to help Advisors and Brokers as they help clients plan their gifts.

Charitable Gift Annuities

Link your legacy with White’s future

A charitable gift annuity is a simple contract between you and White’s. In exchange for your irrevocable gift of cash, securities or other assets, White’s agrees to pay one or two annuitants a fixed sum each year for life. The payments are guaranteed by the general resources of White’s. For annuities of $25,000 or more, annuitants may choose to create a named endowment that would forever connect a family name or the name of a loved one to our ministry.

The older the annuitants are at the time of the gift, the greater the fixed income White’s can agree to pay.

Payments are usually made to annuitants in quarterly installments, with a minimum gift annuity of $10,000.

In most cases, part of each payment is tax-free, increasing each payment’s after-tax value. If you give appreciated property, you will pay capital gains tax on only part of the appreciation. In addition, if you name yourself as an annuitant, the capital gains tax will be spread out over many years rather than be all due in the year of your gift.

Charitable Trusts

Legacy giving

Larger gifts, generally $250,000 or more, may be made through a charitable trust. There are different types of trusts that can be designed to best meet the needs of your family and situation. Included are Charitable Lead Trusts, where a gift is made, the interest from which goes to the charity for a specified period of time, after which the remainder returns to the family or other designee. Charitable Remainder Trusts involve making a gift that is invested, with a specified amount returning to the donor during their lifetime and the remainder going to the charity upon their passing.

Want to set up a Charitable Gift Annuity or Charitable Trust?

If you are interested in setting up a charitable gift annuity or a charitable trust, please contact the Development Office.

ADVANCEMENT OFFICE

260.563.1158 Ext. 1348
[email protected]

White’s was just something we fell in love with… The opportunity for lives to be changed in the best way possible through Christ and the programs … this was key for us.”

— Bob & Carolyn Simms, Donor