Turn your investment into a charitable donation
As a Disciples Church Extension Fund investor, you know the many ways your investment dollars empower the church by providing our financial capital and ministry services to ministries in need. Now, you can designate your investments with us as a charitable gift.
Not an investor yet? Get started today.
Great Commission Partnership
As an investor, you can designate a portion of or all of your interest earnings as a charitable gift to support ministry services.
All interest paid will be reported on an IRS Form 1099-INT as paid to the investor and the portion designated as a charitable gift will be noted as such in a gift receipt. The amount may be tax deductible. Be sure to consult your tax advisor.
Individual Retirement Account (IRA)
This can be a tax-efficient way to support the church you love. If you are 70½ or older with an IRA retirement plan, you may be required to receive a required minimum distribution (RMD). Use up to $100,000 of your RMD as a qualifying charitable distribution (QCD).
The QCD can be made from any IRA and must be made directly from your IRA to the desired charity. Some restrictions may apply. Contact our investment services team to learn more.
Pay on Death Agreements
Your investment can last into the future. Donate your investment notes at the time of your death by bequesting them in your will or designating us as a beneficiary via a Pay on Death agreement (POD).
With a Pay on Death agreement, you will retain full control of your note during your lifetime. POD registration provides for immediate transfer of ownership at the time of death, and your investment notes won't be subject to probate.
For more information or to request a Pay on Death agreement form, connect with investment services.