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Free Gift Planning Resources

Planned gifts offer you smart and creative ways to increase your immediate and eternal impact—often while benefiting your family as well. By understanding the available options, you can multiply the end results of your generosity in ways that are simple, flexible, cost-effective and extraordinarily powerful.

Are you ready to plan your will or trust? Or are you simply looking for helpful tools that will assist you to better steward the treasures the Lord has entrusted to you? Whether you are looking for savvy ways to support kingdom work, provide for loved ones, or just hoping to realize tax benefits through your charitable giving, we have a resource that can help.

Please review the below list of free resources available for download after submitting the form below.

  • Estate Planning Kit
  • How Will You Be Remembered? 20 Ideas for Partnering with Moody
  • Bequest Language
  • IRA Charitable Rollover
  • 7 Reasons to Review Your Will
  • Charitable Remainder Trusts
  • Gifts that Pay You Income
  • The Road Map to Your Completed Will
  • Non-Cash Assets
  • Charitable Gift Annuities
  • 6 Tips for Effective Year-End Giving
  • Giving Appreciated Stock
  • How to Give to Moody In Your Will
  • Sharing Your Estate Plan with Your Loved Ones
  • Smart and Powerful Giving Brochure
  • Securities Transfer Instructions