Legal Resource Manual
PC(USA) Seal
 
 
 
Estates and Planned Giving
 
This chapter is divided into two sections. The first section provides a brief listing of the many services offered by the Presbyterian Church (U.S.A.) Foundation. The second section covers estates, trusts, and wills law generally.
 
 
 
Presbyterian Church (U.S.A.) Foundation
 
The Presbyterian Church (U.S.A.) Foundation has served the church and individual Presbyterians for over two hundred years. Through its services of planned giving, wills and bequests, socially responsible investments, and investment accounts, the Foundation has generated millions of dollars for the mission of the Presbyterian Church (U.S.A.). At the same time, individual Presbyterians benefit from their planned giving, tax benefits, and the joy of giving to the mission of the Presbyterian Church.

The Foundation has regional development officers located throughout the country. These individuals are available to serve individual Presbyterians, churches, middle governing bodies, and Presbyterian-related institutions. Call the Foundation at (800)858-6127 x8919 to secure the name and contact information for the development officer in your region.

Below is a brief listing of the services The Presbyterian Church (U.S.A.) Foundation offers.

 
 
Individuals
 
  • Gift Annuities
  • Deferred Payment Gift Annuities
  • Pooled Income Funds
  • Permanent Funds
  • Revocable Life Income Funds
  • Annuity Trusts
  • Unitrusts
  • Wills and Bequests
 
Churches, Presbyteries, Synods, and Related Institutions
  • Planned Giving Consultations
  • Training and Educational Programs
  • Seminars and Workshops
  • Investment Accounts
  • Endowment Building
 
Socially Responsible Investment Services
 
  • Professional Investment Allocation and Management
  • Family of Five Mutual Funds
 
Foundation Publications
 
These excellent resources are available by calling the Foundation at 1-800-858-6127 x8919 or visiting the Foundation's Web site.
 
Individuals
 
  • Giving that Gives Back — life income plans
  • Personal Record Book
  • Guide to a Christian Will
Churches, Presbyteries, Synods, and Related Institutions
 
  • Legacy of a Lifetime — planned giving and wills emphasis program resources
  • Endowments: A Vision for any mission
  • A Plan for the Present — a guide to generating gifts
  • Boudinot Covenant Society — a donor recognition program
  • Institutional Services
Socially Responsible Investment Alternatives
 
New Covenant Funds
 
PC(USA) Home (Link)
     
   
  Home  
   
  Basic Organization  
   
  Property  
   
  Incorporation and Boards of Trustees  
   
  Copyright and Trademark  
   
  Contracts  
   
  Personnel  
   
  Immigration  
   
   
   
  Risk Management and Insurance  
   
  Estates and Planned Giving  
   
  Other Resources  
 
     
  For more information, contact Brenda Smithers at (888) 728-7228 extension 5377 - send an email. Or write to General Assembly Mission Council Office of Legal/Risk Management Services, 100 Witherspoon Street, Louisville, Kentucky 40202. Email Brenda Smithers  
     
  Link to Top of Page  
 
Contact PC(USA)