Skip Ribbon Commands
Skip to main content

Planned Giving

Planned Giving

What can you give?

Cash is a common gift, but you can also donate many other assets, sometimes with significant tax advantages. These can include stocks, bonds, mutual funds, real estate, farm commodities, life insurance, IRAs and other retirement accounts, coins, toys, stamps and other collections.

What gifts help now?

Donor-advised funds

You may donate cash or other assets (see above) to your own personal donor-advised fund. The asset is usually sold and the money is then available for distribution to Mennonite Men at any time you wish. This tool is particularly advantageous for appreciated assets.

Family endowments

Individuals can give assets, including bequests, to establish a donor-advised fund in your family name. It is an alternative to a private foundation. The family decides together about annual charitable distributions, and as a result, establishes a legacy of giving.

 

Charitable lead trusts

This arrangement provides current income from your gifted assets to Mennonite Men for a period of time, but returns the assets to you or your heirs.

 

What gifts help later?

Charitable bequest plans

Indicate in your will, or by beneficiary designation, that a portion of your assets should be left as a bequest to Mennonite Mission Network. A bequest may simplify your estate and reduce estate and inheritance taxes.

Life insurance

Give an existing policy or apply for a new one, of which Mennonite Foundation is both owner and beneficiary. Annual premiums can be paid through your donor-advised fund, and Mennonite Men will receive the life insurance proceeds upon your death.

Retained life interest

You can give your home or farm while continuing to live on the property for your lifetime. You receive an immediate tax deduction, and the property is sold at your passing, with the proceeds distributed according to your charitable recommendations.

 

What gifts give back to you?

Gift annuities

You may give cash or securities, and in return, you receive guaranteed lifetime annuity pay-ments at a fixed rate. At the end of your lifetime, the remainder goes to Mennonite Men. Immediate or deferred annuities are available.

Charitable remainder trusts

A gift of real estate or securities is received into a trust, converted to cash, and invested. You receive income from the trust, and the remainder goes to Mennonite Mission Network after you pass away.

 

 

Provided through Everence Charitable Services
Planned gifts are offered by Everence Charitable Services, administered by Everence Trust Company and/or Mennonite Foundation, a donor-advised foundation that has served individuals, congregations and institutions since 1952.

Everence Charitable Services
1110 N. Main St. Goshen, IN 46528
1-800-348-7468
everence.com/charitable-services

 

 

 

U.S. Mailing AddressU.S. Mailing AddressMennonite Men, Attn: Berni Kaufman718 N Main St, Newton, KS 67114
Coordinator for USACoordinator for USASteve Thomas866-866-2872 Ext.21339 (Toll Free)574-202-0048SteveT@MennoniteMen.org
Coordinator for CanadaCoordinator for CanadaDon Neufeld905-650-1577DonN@MennoniteMen.org

Quick Links

 

 

https://www.mennonitemen.org/Lists/QuickLinks/DispForm.aspx?ID=1<a href="/">Home</a>
https://www.mennonitemen.org/Lists/QuickLinks/DispForm.aspx?ID=2<a href="/About">About</a>
https://www.mennonitemen.org/Lists/QuickLinks/DispForm.aspx?ID=4<a href="/joinhands">JoinHands</a>
https://www.mennonitemen.org/Lists/QuickLinks/DispForm.aspx?ID=8<a href="/joinmen">JoinMen</a>
https://www.mennonitemen.org/Lists/QuickLinks/DispForm.aspx?ID=6<a href="/Support">Support Mennonite Men</a>

Sign In