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Giving

Planned Giving Resources

Turn Your Gift Into an Opportunity

The Joshua Foundation accepts and manages contributions intended for the long-term operation of Second Baptist Church. In order to share the Gospel of Jesus Christ and continue the ministries of our church, we must look beyond our current tithes and offerings to the future.

As you make estate and financial plans, consider the following gifts to maximize the financial blessings you leave to both your family and to your Second family tomorrow: Cash, Retirement Assets, Securities, Charitable Remainder Trusts, Life Insurance, Charitable Lead Trusts, Personal Property, and Real Property.

Accordingly, we will work with you and/or your representatives to determine the best way for you to make a planned gift to the Joshua Foundation-a lasting legacy for Jesus Christ.

I want to plan a gift based on my...

Giving Amount

$25,000 to $99,999

The most popular options for a gift in this range:

Assets

Retirement Plan Assets

Most popular ways to give this asset:

Life Insurance

Most popular ways to give this asset:

Not sure how to get started?

Answer a few simple questions and we'll point you down the right path.

A charitable bequest is one or two sentences in your will or living trust that leave to Second Baptist Church a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state, ZIP], give, devise and bequeath to the Second Baptist Church in Houston, Texas, whose location on the date of the drafting of this will is 6400 Woodway, Houston, Texas 77057, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Second Baptist Church or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support its mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, farm, commercial property or undeveloped land. Please note that Second Baptist Church has the right to refuse or disclaim gifts of real estate.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that gives Second Baptist Church gifts for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets return to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Second Baptist Church as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Second Baptist Church as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Second Baptist Church where you agree to make a gift to Second Baptist Church and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.