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Planned Giving and Stocks + Charitable IRA Rollover

Planned Giving and Stocks

We have developed a comprehensive program to assist you in charitable estate and gift planning. We offer knowledgeable advice and will work with you and your professional advisors to design a plan that is advantageous to you. We can provide you at no obligation, brochures on gift planning opportunities and personalized illustrations outlining a variety of tax-saving benefits. We have provided information on several topics and we invite you to explore our website, all designed to make it possible for you to provide and protect for your loved ones and ministries important to you. Any conversation would be strictly confidential. We'd be happy to help. Please contact us at (800) 22-AWANA.

Current Gifts

Deferred Gifts

Complex Gifts

Charitable IRA Rollover

Charitable IRA Rollover Now you can reliably plan charitable IRA rollover gifts, year after year. On Dec. 18, 2015, the president signed legislation indefinitely extending the charitable IRA rollover, making it retroactive to Jan. 1, 2015, with no expiration date.

Read below for answers to frequently asked questions about this popular option. Feel free also to call Jeff Schacherer, Awana Director of Financial & Estate Planning at 847-846-6921 or email him at jeffs@awana.org to learn how the charitable IRA rollover provision can help you support Awana and reach MORE KIDS for Christ!

Complex Gifts