Friends General Conference

Nurturing faith and Quaker practice

Planned and Deferred Gifts

Joanne Clapp Fullagar (2008)

Making a Deferred Gift

You can nurture the future of our Quaker faith by including FGC in your estate plans.  Gifts such as bequests in wills, charitable gift annuities, and various trusts enable you to make a tax-wise gift with lasting impact.  Some gifts can provide income for you and/or your loved ones for life.

Planned or deferred gifts are financial arrangements that enable you to make a contribution now that will support FGC in the future. Friends of modest means are often surprised to discover that they can give far more generously through their estates with planned giving than they could throughout their lifetime.

What plan is best for you depends upon your financial situation and your charitable goals.  Below are several common ways to work with us to arrange planned gifts to support Friends General Conference. 

Bequests & Legacy Gifts

Stewardship is an important concept among Friends, and support for our Society is one of its hallmarks.  A bequest is one of the easiest ways to engage in good stewardship and support FGC with lasting impact.  Including FGC in your bequest plan, along with your family members, can help you fulfill practical and spiritual goals together.

Life Income Gifts

A life income plan from FGC allows you to make a gift to FGC and get income for yourself or loved ones from the assets. How do we do it? The proceeds from your gift are invested for as long as you are living. The income is paid to you or your designated beneficiaries. FGC receives all or a portion of the remainder of the assets at your death.

Friends General Conference will be glad to answer any questions you may have regarding planned giving.  We partner with Friends Fiduciary Corporation and Everence (a Mennonite financial services organization) to help you realize your philanthropic goals.  With planning, Friends can often provide for themselves, their loved ones and have a lasting impact on FGC and other charities. 

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. © 2012 Everence

Interested in learning more?

Contact Traci Hjelt Sullivan, Associate Secretary for Development
at 215-561-1700 ext. 3004 or [email protected]