Protect Your Assets
You can benefit from the tax savings that result from supporting Adventist Frontier Missions without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.
There are two ways that charitable lead trusts make payments to AFM:
A charitable lead annuity trust pays a fixed amount each year to AFM and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to AFM go up as well.
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Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
Calculate Your Benefits
Submit a few details and see how a charitable lead trust can benefit you.
An Example of How It Works
George would like to support AFM and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7% of the initial fair market value) to AFM each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $955,700. Assuming the trust earns an average 6% annual rate of return, George receives approximately $767,240 at the end of the trust term.
*Based on a 1.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
- Contact James Petty at 1-800-937-4236, Ext. 103 or firstname.lastname@example.org to talk about supporting AFM by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include AFM in your plans, please use our legal name and federal tax ID.
Legal Name: Adventist Frontier Missions, Inc.
Address: 107 East Ferry Street, PO Box 286, Berrien Springs, MI 49103
Federal Tax ID Number: 38-2635531