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 Bill Murphy Director of Planned Giving
Bequest Alternatives
What is a bequest alternative? Most people probably think of a bequest as something we do through our will or trust. But there are alternatives to leaving a gift through your will or trust and it doesn't involve an attorney, preparing a codicil to your will or an amendment to your living trust. Naming Bible League for a percentage of your retirement plan is easy, inexpensive, and revocable. Also, naming Bible League as beneficiary of you life insurance policy is easy and doesn't require an attorney.
Maybe a charitable gift annuity would be right for you. With the stock market bouncing around like a ping pong ball, a stable income stream from a gift annuity may be just the thing for you? Give me a call I would be glad to run an illustration to show how a gift annuity would work for you. Bible League has been issuing gift annuities for over 26 years and has never missed a payment.
Thank you for visiting our Planned Giving area. I hope you will take the time to look around. There are many ideas to help you with your estate planning needs. If you would like more information, give me a call at 866.825.4636 ext 8544 or email me at bmurphy@bibleleague.org.
Please take the time to visit Bible League website at www.BibleLeague.org.
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| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits For Family and Bible League
There are several types of plans. Many of these 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 and you can view each story.
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
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.
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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 estatedesign@bibleleague.org.
If you are a professional advisor, you may take the following steps on this site.
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