Welcome! We appreciate your interest in learning about the benefits of gift plans. If you have questions about the best way to benefit through a planned gift, please click the links above or contact Dianne Fuller at email@example.com or 478-216-8175.
The Fuller Center for Housing partners with Everence (formerly known as The Mennonite Foundation, Inc.) to provide guidance and support for Fuller Center staff and donors who are considering a planned gift such as annuities or charitable remainder trusts.
GIFT BY WILL: When you decide to include The Fuller Center for Housing in your will, you make the ultimate gift. A gift by will or bequest is deductible for estate tax purposes. Click here to learn more.
GIFTS OF STOCKS AND BONDS: With a gift of appreciated secutiries or mutual fund shares that you’ve owned for more than one year, you can get an income tax deduction and avoid paying capital gains tax. Click here to learn more.
GIFTS OF REAL ESTATE: Donating real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property can help you avoid paying capital gains taxes. Click here to learn more.
GIFTS OF LIFE INCOME PLANS: A Charitable Gift Annuity is a simple contract between you and The Fuller Center for Housing that allows you to donate cash or securities and receive fixed annual payments for life. A Charitable Remainder Trust provides substantial financial and tax benefits for the donore, as well as a significant gift to The Fuller Center. Click here to learn more.
GIFTS OF INSURANCE AND RETIREMENT ASSETS: A gift of your life insurance policy or retirement assets (IRA, 401(k), 403 (b), pension or other tax-deferred plan) is an excellent way to make a gift to us, especially if your life insurance policy or retirement plan will no longer benefit your survivors. Click here to learn more.
Every worthwhile mission needs continual cash gifts to keep programs operating. But what about long-term goals? The Fuller Center’s mission goes beyond current operations, and envisions a hopefully endless extension into the future. Planned giving is a way The Fuller Center for Housing can anticipate and plan for future program growth. The Fuller Center has an important mission to provide affordable housing in communities around the world. The need is immediate, and always will be, but planning for the future is also necessary to ensure the continuity in the services we are able to provide.
WHAT IS A PLANNED GIFT OR PLANNED GIVING?
Planned giving is when donors perform a comprehensive review of their estates and determine how they wish to make contributions to their favorite charities in the short and long terms. In practice, a planned gift may simply be the development of a charitable gift annuity which benefits The Fuller Center and/or a specific Fuller Center Covenant Partner at the time of the donor’s death.
When a planned gift in the form of a charitable gift annuity or charitable remainder trust is created by a donor for the benefit of The Fuller Center for Housing, a charitable gift expectancy (future income) is created which will mature at a specific time such as the donor’s death. This creates a portfolio of expectancies that will provide future financial resources for the work of The Fuller Center. Though planned giving does not necessarily provide immediate funds for The Fuller Center, experience has demonstrated that a commitment to planned giving provides important support for a charity’s long-term mission.
The Fuller Center’s association with the Mennonite Foundation, Inc., provides a professional staff available to assist donors wishing to develop planned gifts such as gift annuities or charitable remainder trusts. Those who wish to may also do more comprehensive estate planning to benefit the housing mission of The Fuller Center. In addition, Mennonite Foundation administration and management of the planned gifts provides assurance to donors that the long term financial commitments to the donor will be met and all the legal and tax requirements will be complied with.
Will you consider a generous and long term planned gift to the Fuller Center? For more information regarding planned gifts, contact Mennonite Foundation representative Joseph L Lapp, JD., at 800-442-7930 or at firstname.lastname@example.org
OR you may also contact Dianne Fuller in The Fuller Center’s Development and Planned Giving department:
701 S. Martin Luther King Blvd.
Americus, Georgia 31719
About Joseph Lapp
Joseph L. Lapp, J.D., is a representative for the Mennonite Mutual Aid Trust Company and Mennonite Foundation for the southeast region, from Maryland to Florida. He is a Series 65 licensed Investment Advisor Representative.
Joe is a graduate of Eastern Mennonite University and earned his juris doctor degree from IIT Chicago-Kent College of Law. He practiced law in Montgomery County, Penn., for 15 years before becoming the president of Eastern Mennonite University in 1987. In 2003, he was designated president emeritus of the university and became an MMA Trust and Foundation representative.
Joe is married to Hannah and they have one daughter and two grandchildren. He is involved with Mennonite Publishing Network board, Virginia Mennonite Conference, Park View Mennonite Church, and is a member of the Harrisonburg Rotary Club.
Charitable bequest plan
Charitable gift fund
Charitable gifts of real estate
Charitable remainder unitrust
Family endowment funds
Gift plans and services
Gifts of stock
Life income plans
To download the full information packet, please click here.