Legacy Giving

Create your legacy

Through planned giving, you can make the most significant gift of your life by supporting ASSETS’ mission while achieving your overall financial, tax, and estate-planning goals.

Grow your generosity

Planned gifts are just that: gifts that require some planning.

Legacy giving is a significant tool that can help you both give more—in “tax-smart” ways—and earn more. Stretch the possibilities of your support with the advantages of planned giving.

ASSETS partners with Everence® to help you explore your planned giving options. Scroll through the various ways below that you can grow your generosity—today and far into the future.

Ways to Leave Your Legacy

and bless your community while you’re at it

Wills and Legacy Planning

Giving through your will is one of the easiest planned gifts to make. See how you can include giving to ASSETS as part of peace-of-mind planning in your will, trust, and estate.

Donor Advised Fund

A donor advised fund is like a giving checking account. It’s a great tool to make gifts of appreciated assets such as stock, farm commodities, or real estate. Include ASSETS in your recommended charitable distributions or set up an account for a flexible, streamlined way to direct charitable gifts to us.

Charitable Trusts

Make a gift that will also provide you and your family income. Set aside and direct your assets to ASSETS and to your heirs – or even back to you – in a way that best fits your needs.

Charitable Gift Annuities

Discover new roads of generosity by making gifts of assets you may not have considered, such as stocks and bonds, real estate, life insurance, farm commodities, retirement assets, and even valuable collections.

Types of Gifts

Do you have savings you would like to give in the future, but you still need income from? A gift annuity is a gift planning option that lets you share your heart for ASSETS’ mission, receive a tax deduction now, and also receive steady payments for life*.

*Gift annuity payments are dependent on the financial ability of the issuing entity to pay.

This information should be used only for preliminary guidance. Donors should consult their financial advisors, attorneys, and accountants.

What are you waiting for?

Set up your Legacy Giving today!

Complete the form below to schedule a time with
Kevin Nofziger, ASSETS’ Business Development Officer,
to discuss all of your giving options.

  • This field is for validation purposes and should be left unchanged.

About Everence

Everence Charitable Services is administered by Mennonite Foundation and Everence Trust Company, affiliates of Everence.