Express how much Quaker faith and FGC matter to you. A legacy gift to FGC lets you manage your assets, meet financial planning goals, and support a vital Quaker faith for Friends and meetings large and small.
Support Your Faith, Your Community
Friends General Conference (FGC) partners with Everence (a Mennonite financial services organization) to help you achieve your philantropic goals. With planning, Friends can often provide for themselves, their loved ones, and make a lasting impact on FGC.
Making a Gift in your Will
One of the easiest ways to support FGC is through your Will. You can pick a dollar amount or percentage. Some Friends choose to leave FGC the remainder of their estates after providing for their heirs. You can name FGC in the Will you are creating or by updating your existing Will.
"Bobby and I just updated our will, and added a gift to FGC in gratitude for its great contribution to the Quaker formation of our sons.” - Elaine and Bobby Meyer-Lee
If you have already named FGC in your Will, please let us know!
Easy Ways to Leave a Legacy Gift
If you have any of the following accounts, you’re on your way to making a legacy gift to FGC with a Beneficiary Designation form:
- Life insurance policy
- IRA or other retirement plan
- Donor Advised Funds
- Stock brokerage or mutual fund
- Savings account
Just ask your broker, bank or insurance company for a Change of Beneficiary Form. Add FGC, 1216 Arch Street - 2B, Philadelphia, PA 19107, EIN 23-1352148 with the percentage or amount you would like to leave, send back the completed form, and your gift is made.
Another giving option is to transfer on death (TOD) your bank or brokerage accounts to FGC. Contact your representative on how to name FGC as the entity to receive the balance of an account upon your death.
Charitable Gifts that Earn You Income for Life
With a gift to FGC of $10,000 or more, you and a secondary beneficiary can receive income for life through a charitable annuity. The amount you receive would depend on the size of your gift and your age(s). Proceeds from your gift are invested while you’re alive and an income paid to you or your designated beneficiaries. FGC would receive all or a portion of the remaining assets upon your death. See a table of FGC's charitable annuity rates here.
Charitable trusts can also provide lifetime income to you or to one or more of your beneficiaries after your death. FGC can be that beneficiary, or FGC can receive the remaing assets after the death of your beneficiary.
There are so many ways to leave a legacy gift. Did you know that you can make a gift of real estate to FGC and retain occupancy of that property for the rest of your life? You can also make a gift of appreciated property such as a vacation home, vacant land, ranch, farmland, or commercial property as another way to leave a lasting legacy.
For information on any of our Planned Giving options, call Faith Josephs at 215-561-1700, ext. 3004 or email f[email protected]
FGC is not a financial, legal or tax advisor. Please consult with your own advisors regarding your financial, legal, or tax needs to make certain that a contemplated gift fits well into your overall circumstances and planning. The discussion and examples in this section are for illustrative and educational purposes only and are not a solicitation or offer.
The contents of this page were made available to FGC in whole or in part by Everence. © 2019 Everence