Friends Fiduciary provides several support services to assist you in making gifts to benefit Friends meetings and organizations. These include:

• Gift Calculations that illustrate and compare the benefits of a charitable gift annuity or the various types of charitable trusts.
• Brokerage services for charitable gifts that enable you to transfer publicly traded securities to make an immediate or planned gift to a Friends Meeting or Organization. Using Friends Fiduciary services eliminates the need for the meeting or organization to set up a brokerage account for the sole purpose of receiving your gift.
• Assistance if you wish to contribute gifts of real estate or other tangible assets to Friends meetings or organizations (in partnership with the Mennonite Foundation).

Friends Fiduciary‘s Planned Giving brochure describes planned gifts and how you can help build a secure financial future for Friends meetings and organizations. You can download the brochure or request electronic or hard copies through our office.

Planned Giving for Donors

Please contact Melissa Stoner, our Program Director, for more information on any of these resources.