Asset & Legacy Giving

Leverage Your Resources to Create Lasting Impact

If you’re someone who is committed to contributing generously to what Jesus is doing in our world today - maybe you’ve wondered if your giving strategy is making the most of your generosity.

There are a lot of options available for anyone who is exploring giving - like maximizing impact with specialized giving accounts, or ensuring that your impact lives on through an estate gift.

As you consider the impact your generosity can make, it’s important to understand how your choice of giving strategy can affect how your resources are deployed around the world.

Examples of Giving Strategies:

  • Gifts of stocks, bonds, or real estate

  • Leveraging the sale of a business to contribute generously while minimizing tax impact

  • Maximizing tax advantages and gaining more flexibility with a specialized giving fund (Donor Advised Fund)

  • Including a bequest to One Collective in your will or trust, or naming One Collective as a beneficiary of your life insurance policy.

  • Designating One Collective as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension).

Asset and legacy giving focuses on leveraging strategic financial opportunities like the sale of a business, specialized giving accounts, or estate planning to create lasting impact.

A Closer Look: Donor Advised Funds

Donor Advised Funds are the fastest growing giving vehicle in the United States because they are one of the easiest and most tax-advantageous ways to give.

A Donor Advised Fund is like a personal charitable savings account – you take a tax deduction when you need it, your fund earns interest without tax, and you gain more freedom in your giving.

Benefits of a Donor Advised Fund:

  • When you contribute cash, securities or other assets to your Fund, you are generally eligible to take an immediate tax deduction.

  • Your deduction is based on the full fair-market-value of your contribution (saving you higher tax liabilities and giving you more to give).

  • The funds can be invested for tax-free growth, offering you multi-year opportunities for generosity.

  • You choose when and how much to recommend grants to virtually any IRS-qualified nonprofit.

  • Your fund gives you the convenience of a centralized philanthropic account (avoiding the problem of more paperwork and the need to collect and save receipts from multiple gifts).

Learn more about how our friends Jared & Lori are using Donor Advised Funds to make the most of their generosity →

How to Get Started:

There are several well-known sponsoring organizations who are available to administer your Fund, and you may want to consult with your financial advisor to explore your options.

One Collective partners with specialists at the National Christian Foundation to provide strategic advice on Donor Advised Funds (and other types of giving strategies). Just reach out to our team below and we can connect you with options tailored to your situation.

A Closer Look: Asset Based Giving

Asset based giving strategies focus on making the most impact possible with items that are not typically considered when it comes to giving. Most people who are considering a gift will begin with their cash on hand, and then choose a portion of that to contribute - but for the average person, cash usually only represents 25% of available assets capable of being used to create impact.

Many asset-based giving strategies often result in significant reductions to tax liabilities - turning asset sales into opportunities for impactful giving.

Assets that can be considered for giving:

  • Appreciated Stocks, Mutual Funds, and Bonds

  • Sale of a Business/Business Interest

  • Cryptocurrency

  • Real Estate

How to Get Started:

One Collective partners with several organizations that specialize in asset-based giving. We strongly encourage you to begin a conversation prior to the sale of assets to maximize giving potential and tax liability reduction.

Just reach out to our team below and we can connect you with options tailored to your situation.

A Closer Look: Legacy Gifts & Estate Planning

For anyone beginning to think about the legacy they will leave behind - understanding the options available to you is essential.

When you seek out help from someone you trust like an attorney, wealth manager or financial planner, you’ll discover that no matter who you find to help, they’ll ask you: What is important to you? For many people - the answer (alongside creating a firm foundation for future generations) is leaving a legacy of impact in our world.

As you evaluate all of your options related to estate planning and the legacy you will leave behind - one option to consider is the impact you can make with a charitable bequest.

A charitable bequest is one of the easiest, flexible, and safest ways to create impact that changes lives through the ways of Jesus. If you are interested in learning more about options related to estate planning, please reach out and schedule a time to talk with our team below.

Legacy Giving allows you to:

  • Be a good steward of all the Lord has blessed you with

  • Continue to help the ministries that are important to you today

  • Receive an estate tax charitable deduction and reduce the burden of taxes for your family

  • Gain peace of mind that your estate will be a blessing

  • Be an example of generosity for your family and friends

How to Get Started:

Our team can connected you to trusted estate planning professionals who will listen carefully to your desires and help plan your legacy in a way that honors the impact you want to make.

Just reach out to our team below and we can connect you with options tailored to your situation.

Connect with a Strategic Giving Advisor

Talk with a One Collective Giving Advisor about how you can create lasting impact with generosity. Our team can help connect you with opportunities and strategies that leverage finances to create impact around the world.

One Collective is committed to the highest levels of financial accountability and stewardship of resources in our world.

We are independently audited each year, and transparent financial statements are available to view at any time by clicking here.