Gift Planning Menu

New Will Planner for You

If you are ready to create a plan for your future or need to make updates to an existing plan, our will planner can help you get started.

Simply gather the information needed and complete four easy sections to download your documents.

Secure your future while helping reach the Bibleless

A CGA allows you to use an asset, such as cash or marketable securities, and receive fixed payments for the rest of your life.

New Donor-Advised Fund Tool Available

Wycliffe Foundation is pleased to announce the release of a new donor-advised fund management platform. Donor‑advised funds are one of the fastest growing charitable giving vehicles because they are an easy, flexible and tax‑advantageous way to give to charity.

Upgraded technology platform

Secure user interface

Charity discovery tools

Submit grant requests directly from the site

Access available daily balance

Get to Know the Wycliffe Foundation

At the Wycliffe Foundation we help people invest in Bible translation through charitable gift and estate planning. Take a few minutes to meet our gift planning team, and hear from Bible translation donors who have been served by the Wycliffe Foundation by watching our new video, "Spirit-led Giving."

Estate Planning Guide

A biblical estate design helps you avoid unnecessary expenses and taxes, while best providing for the people and ministries you care about. Get started today by requesting our FREE estate design publication!

We're Here to Serve You!

Whether you want to enhance your financial partnership with Wycliffe missionaries or continue funding your favorite Bible translation projects, there are a variety of gift planning options available to you: estate plans/wills, beneficiary designations, charitable gift annuities and IRA charitable rollovers.

Support Bible translation by naming Wycliffe as your beneficiary

Support the work of Bible translation while receiving tax savings. A variety of assets can be donated via a beneficiary designation: retirement plans, life insurance policies, commercial annuities, and investment, checking or savings accounts.

Charitable Giving — Your Way

Gain greater flexibility with a donor-advised fund (DAF). Receive an immediate income tax deduction each time you make a gift into your DAF, then take your time deciding how to designate your giving.

Charitable IRA Rollover

If you are 70 ½ or older, avoid taxes on transfers of up to $100,000 from your IRA.

E-Newsletter

Sign up for our e-newsletter and receive feature news stories from Washington, "Savvy Living", Gift Stories, "Finance News" and timely articles.

Welcome Kingdom Advisors!

As a Kingdom Advisor, the professional services you provide for believers help build the kingdom of God. Thank you for all you do to make a difference in the world! We've created a page just for you, full of resources that will help you share Bible translation with those you serve.

Calculator Booklet

Charitable Annuity Trust Calculator

The charitable annuity trust calculator generates a printable presentation that shows how you can benefit from fixed payouts that may be partly tax free plus a charitable tax deduction.

* Required fields

Number of Beneficiaries

One Two

Click the appropriate button for a presentation of one or two beneficiaries. Selecting one beneficiary will cause the second beneficiary and the associated name and birthdate fields to be hidden from view.

First Beneficiary

Enter the name of the person. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", "Sr.", etc. For the remainder unitrust the first person is the first income recipient or beneficiary of the agreement.

First beneficiary is required

Birthdate

Month:

Day:

Year:

Please enter a valid birthdate for the first beneficiary

Please enter a valid birthdate for the second beneficiary

Birth month of the first beneficiary is required

Birth day of the first beneficiary is required

Birth year of the first beneficiary is required

Second Beneficiary

Second beneficiary is required

Birthdate

Month:

Day:

Year:

Please enter a valid birthdate for the second beneficiary

Birth month of the second beneficiary is required

Birth day of the second beneficiary is required

Birth year of the second beneficiary is required

Income Tax Rate

Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are uncertain about the correct rate, you may choose one of the middle rates. For many people, this will be close to their actual income tax rate.

Property Value $

Please enter a valid property value

Property value is required

Enter the amount of cash or the fair market value (FMV) of the assest(s) used to fund the trust. For assets such as real estate, closely-held stock and other hard to value assets, the FMV is the appraised value of the property on the date of the gift.

Cost Basis $

Please enter a valid cost basis

Cost basis is required

Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."

Current Return

Current return is required

Enter the current return return or yield of the asset(s) which will be used to fund the gift agreement. For example, if the trust will be funded with public-traded stock which is currently paying a dividend of 3%, the current return yield is, in turn, 3%. If the gift is funded with vacant land or a personal residence (assuming the property is not leased), the current return would be 0%.

Trust Payout

Trust payout is required

Payout must be between 5% and 50%

Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.

Payment Frequency

Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.

Maximum Payout Rate For 5% Probability Test Under Revenue Ruling 77-454 is less than minimum required 5% payout. Trust not permitted with this duration.

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