Leaving a Legacy
Ways to Give That Continue to Give
There are many ways to make a gift to Zephyr Point Presbyterian Conference Center that can have significant tax advantages.
To support Zephyr Point’s current program with a gift, you may consider a permanent endowment fund, a donor-advised fund or a charitable lead trust.
A gift that will benefit Zephyr Point’s in the future can be made through a charitable gift annuity, a charitable remainder trust, by a bequest in your will or trust, or by naming Zephyr Point’s as the beneficiary of a retirement account, insurance policy or other type of assets.
You may make a gift using assets such as cash, securities, or property. The Presbyterian Foundation can assist you and your financial advisor in selecting a type of gift that works best for you. The Foundation’s goal is to bring people and mission together to further the mission of the Presbyterian Church on a local, national and global basis.
Permanent Endowment Fund
What is a permanent endowment fund?
A permanent endowment fund is created through an irrevocable gift to the Presbyterian Foundation. The Foundation will professionally hold and manage the fund and pay income from the fund to the Zephyr Point Presbyterian Conference Center in perpetuity. A permanent endowment fund creates a lasting legacy of faith and generosity.
What does it take to establish a fund?
A permanent endowment fund can be established with a gift to the Foundation by an individual or an organization. A fund is often established to celebrate an event, such as a birthday or anniversary, to honor a loved one, or to create a lasting legacy. For more information, click here.
Can I make additional gifts to a fund?
Additions to the fund are accepted from you or anyone wishing to contribute to the growth of the fund. Simply complete the additional gift form and submit it with your gift to the Presbyterian Foundation.
A charitable gift annuity allows you to make a gift to support Zephyr and its mission in the future, while you receive a payment for life.
What is a Charitable Gift Annuity?
A charitable gift annuity is a contract between you and the Presbyterian Foundation. In exchange for your gift the Foundation agrees to pay you a fixed payment for life. For information, call Client Services at 800-858-6127.
How is the Annuity Payment Determined?
The annuity payment is based on the annuitant’s age the day the gift is made and the amount of your gift. The annuity is paid annually, semi-annually, quarterly, or monthly.
Making a charitable gift to Zephyr Point is a beautiful way of expressing Christian stewardship. A will can be written to accomplish a variety of needs, such as benefiting family and friends. It can also fulfill your desires to support a particular mission or program through a charitable bequest. Receiving a bequest is a blessing beyond measure and one which can grow over time. There are several resources to assist you. Please click here for more information.