Leaving a Legacy

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.

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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 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 of $25,000 or more 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. To make an additional gift to an existing endowment fund, click Here.  For more information about endowment funds please contact the Presbyterian Foundation at 800-858-6127.

 

Donor-Advised Funds Make Giving Easy

Making a charitable gift to Zephyr Point is a beautiful way of expressing Christian stewardship. Donor-advised funds are the fastest growing means of charitable giving today, offering immediate tax advantages, simplified record-keeping, and flexibility in choosing beneficiaries and investment options. They function like a Family Foundation, offering opportunities to engage your whole family in philanthropic decisions and teach your children to live generously. Please click here for more information.

  • Donor-advised funds are the fastest growing means of charitable giving today.
  • Create a donor-advised fund with a gift of $2,500 or more.
  • The Foundation can accept non-traditional gifts, including real estate, business interests, and life insurance policies.