Step 1 | Discern
Consider prayerfully what legacy you would like to leave behind.
How? To help you discern your legacy, meet with your Pastor, discuss your faith legacy, and learn features of the Permanent Endowment Forever Gift.
Step 2 | Learn
Consider what option might be best for you to make your Forever Gift.
Charitable Gift Annuity
Charitable IRA Rollover
Charitable Lead Trust
Bank or Investment Account
Click here to download the Giving Method Comparison sheet.
Step 3 | Design
Your financial picture is unique, and so is your Forever Gift.
In order to make sure a particular planned gift fits your situation, we suggest that you consult with your professional advisor on how this gift would fit into your plans.
In many cases, like bequests through your will, your advisor will help you write the planned gift into your plans.
Step 4 | Share
Letting people know amplifies the power of your gift. Share with:
- your family so that they can witness your commitment beyond your lifetime — and follow your example to plan their own legacy for the future.
- St. Andrew so that we may thank you properly and ensure your future intentions are honored.