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  • Writer's pictureFM Financial

GIVING: 2023 Highlights

Through our generous donors, we distributed over $8 million to various ministries in 2023. These gifts included $1.2 million from existing endowments; $1.5 million from gift maturities; $2 million from outright gifts (cash, securities, real estate, qualified charitable distributions); and $3.3 million from giving accounts.

 

REAL LIFE STORY: A husband and wife we assisted with an estate plan in 2013 are now deceased, but their legacy is speaking volumes! An outright gift from their estate allowed their local church to set up a neighborhood warming center. Another portion of their estate will pay income to family members for 20 years and then provide another gift for the church.




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