Gifts Made During Life | First Liberty

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Gifts Made During Life

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Charitable remainder and lead trusts are two of the more customary trusts benefiting charities. These trusts can provide current income, diversification from concentrated stock holdings, and tax savings. They can benefit both the donor (or his family) and the charity—a good outcome.

Retirement plans

Charitable distributions from retirement plans such as IRAs, 401(k)s, profit sharing plans, Keogh plans, and 403(b)s are also used, and have special tax ramifications associated with them, making them an excellent choice in many cases. Helpfully, the IRA charitable rollover has recently been made permanent for those over 70-1/2 years old.

Family Controlled Charitable Organizations

Various entities, like private family foundations and donor advised funds are interesting tools to aid family members in supporting favorite charities. These entities allow long-term family control of charitable funds, including their distributions, point heirs toward specific causes, and can educate children on the burdens of wealth, and regulatory and optimal grant making processes.

Cash or Marketable Securities

Cash is an easy way to donate to First Liberty, an IRS recognized 501 (c)(3) tax-exempt organization.

However, there may be more tax efficient ways to contribute certain types of assets. A disciplined program of methodical giving can lower eventual estate tax burdens and can provide current tax deductions.

Gifts of appreciated stocks, bonds, and other marketable securities are easily transferred, and if there is a low cost basis involved, significant capital gains tax savings can also be achieved. Please call us at (972) 941-4448 for securities transfer instructions.

If you have substantial assets, are interested in tax-efficient ways to benefit First Liberty, and wish to discuss your individual circumstances, we may be able to direct you to an experienced estate attorney, and/ or an experienced financial planner, with whom you may choose to consult. To receive those recommendations, kindly email us at:

No estate attorney or financial adviser we recommend has a financial arrangement with First Liberty. Any planning engagement between you and an attorney or financial planner is separate from First Liberty and is solely between those parties. First Liberty has no responsibility with respect to such planning.

Dear Coach Kennedy,

I would like to say thank you. Your dedication to your faith and your commitment to the positive education of our youth is truly admirable. I am deeply grateful for your military service and for taking a courageous stance in protecting religious liberty rights for teachers and administrators.

If our First Amendment protects a player’s right to kneel in protest, it certainly protects your right to kneel in prayer.

I was shocked to learn that Bremerton High School suspended you after denying your request to continue your wholesome practice of giving thanks after football games.

The Bremerton School District’s actions violate the law and send the wrong message to coaches, young people, our communities, and our nation — a message of hostility to religious freedom and intolerance toward personal religious expression.

Please know that you are not alone in this difficult time — I support you and First Liberty as you continue to fight for religious freedom! Our schools need more coaches like you, our country needs more citizens like you, and our world needs more people like you.