Planned Giving Home

Welcome to Geneva Foundation of Presbyterian Homes
Office Of Planned Giving
Thank you for your interest in the mission and impact of Geneva Foundation of Presbyterian Homes. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Geneva Foundation who are now benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. "Remember... Your Legacy Can Provide Lasting Impact For Generations!"

Benefits for Family and Geneva Foundation of Presbyterian Homes

There are several types of plans. Many have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture to view each story.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Presbyterian Homes. She had an IRA and was nearing the time to take her required payout for this year in the amount of $5,000. More on Easy IRA Gift >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Presbyterian Homes shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact berickson@presbyterianhomes.org.

If you are a professional advisor, you may take the following steps on this site.