LEGACY GIVING

Support the Mission
During Your Lifetime… 

A gift supporting St. Matthew can be either as an outright bequest or perhaps one that also benefits you and your family. In the later instance you could receive an income for yourself or others for life or a term of years (as suggested below). The remainder of the gift benefits the church’s Mission after your passing.

» Charitable Gift Annuity: : In exchange for your gift of cash or appreciated securities, you receive fixed income for life and an immediate charitable tax deduction. A portion of the annuity payments are tax-free. The remainder of the gift benefits St Matthew’s Mission.

» Deferred Charitable Gift Annuity: This is an arrangement with all the advantages of an immediate charitable gift annuity (above) plus the added flexibility of timing and increasing your annuity payments when you are ready.

» Charitable Remainder Unitrust: In this instance you establish a trust that benefits you and/or other income beneficiaries with variable annual payments for life or a term of years. At the tend of the trust term, the remainder of the trust assets benefits the Mission of St Matthew.

» Charitable Remainder Annuity Trust: In this instance you establish a trust that benefits you and/or other income beneficiaries with fixed annual payments for life or a term of years. At the end of the trust term, the remainder of the trust assets benefits St Matthew’s Missions;

» Retained Life Estate with Gift Annuity: In this instance you make a gift of your primary residence during your lifetime and continue to enjoy your property for life while receiving a fixed income stream and enjoying tax benefits. The property is removed from your taxable estate.

Support the Mission
Through your estate…

» Bequests: Pledging a future gift in your will or living trust allows members to utilize that asset during their lifetime without reducing it’s use for needs while you’re alive. A Transfer-on-Death designation can be used outside such estate instruments too to assure this bequest and a Pledge to St. Matthew privately speaks of your intentions.

» Retirement Assets: A potential tax-efficient way of support, as they are often subject to income tax when left to a loved one other than a spouse. Consider instead dedicating other less taxed assets for individual beneficiaries as an effective strategy too.

» Life Insurance Policies: A policy can allow members to make a meaningful gift to St. Matthew’s mission while preserving other assets for themself and their family. This strategy can also be used to “replace” as asset pledged to St. Matthews with life insurance proceeds going to family members or others at your death.

St Matthew Lutheran Church, Rocklin reserves the right to establish Gift Acceptance Policies that govern the types, aims and perhaps other conditions a donor may wish for their gifts. Donors should discuss and seek a Notice of Acceptance determination from St Matthew early in their consideration of making any gift towards its Missions.

Privacy Statement: This discussion is informational and educational in nature. It is not offering professional tax, legal or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified licensed professional advisor.