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Designate and Donate — Introduction

Gifts Anyone Can Make

You can support TEAM in several simple and savvy ways without reducing your income or diminishing your savings.

Think about using assets that can be transferred to TEAM without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.

You can name TEAM in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form. Designate and donate with any of these assets. It takes less than five minutes of your time.

Benefits of Naming TEAM In Your Long-Term Plans

You can make a gift that costs you nothing during your lifetime.
You can make a gift and leave your cash flow and current financial planning unchanged.
You can make a gift with appreciated assets and save taxes.
You can use your retirement plan for charitable giving (give your heirs assets with lower tax burden).

Retirement Plans

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you. Discussing your charitable intentions with us can lead to a much better result than going it alone — and will ensure that your gift is used just as you wish. We can provide valuable information about any of the creative giving techniques mentioned in these planned giving pages.

Act now to take the steps you need to be a good steward of the resources you intend to leave behind. You can contact us below, or use our request for information form to get more information.

If you have included TEAM as a beneficiary of a gift from your estate, we would love to include you as a member of the Franson Fellowship! Learn More »

Stocks and Investments Fund Accounts

Ask the brokerage or mutual fund custodian for a T.O.D. form. Some companies also call these beneficiary designation forms.

Learn more about designating and donating appreciated stock or mutual fund account plan.

Life Insurance

Ask the insurance company for a T.O.D. form. Some insurance companies also call these beneficiary designation forms.

Learn more about designating and donating a portion or all of your life insurance policies.

Bank Accounts

Ask the bank for a P.O.D. form. After your passing, what remains in the checking or savings account will be transferred to TEAM.

Learn more about designating and donating your bank accounts.

Jointly Held Accounts

You may have a loved one as the joint-owner of an account. You can still designate and donate.

Learn more about designating and donating jointly held accounts.

United States Savings Bonds

Learn more about designating and donating savings bonds.

Artwork and Personal Property

Easy assets you can donate that will not affect cash flow, with little or no legal expense.

Learn more about designating and donating artwork and personal property.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

TEAM's mission:

To partner with the global Church in sending disciples who make disciples and establish missional churches to the glory of God.