Wills, Estates, & Stock Gifts

Thank you for visiting The Joshua Fund’s stock, will, and estate giving page. These are tax-savvy ways you can bless others through your growing assets. Your appreciated securities and mutual funds are powerful resources to bless others in Jesus' name while also receiving valuable financial benefits.

Outright Gift: Receive income tax savings and avoid capital gains taxes when you give securities directly to The Joshua Fund.
Transfer on Death (TOD) Account*: Designate The Joshua Fund as a beneficiary on your investment account, ensuring ongoing impact after your lifetime.

Other options to consider when making a gift:

A gift in your will or living trust.
A donor-advised fund.
A memorial or tribute gift.
An endowed gift.
A charitable gift annuity.
A charitable remainder trust.
A charitable lead trust.

*Please consult your financial advisor regarding state laws governing TOD accounts.

Next Steps

To learn more about giving appreciated securities to The Joshua Fund, use our contact form or call (703) 860-0166. For gift routing information you can also email our team: info@joshuafund.net.

We also recommend seeking advice from your legal or financial advisor.

Additionally, we have partnered with PhilanthroCorp, a trusted organization specializing in estate planning for Christians.

About PhilanthroCorp

They have helped thousands of families create estate plans that meet their goals, save taxes and support ministries they care about.

Their Mission

They do not sell products or insurance; they will simply study your information and develop an estate plan that will maximize your goals for family and ministry while minimizing taxes.

Personalized Assistance

They will help you easily and completely understand everything about your options to reach your goals of providing for family and ministries you care about.

Estate planning is for everyone, regardless of whether you have a lot or a little. The benefit will be to your loved ones and the charities you care most about.

Completing your estate planning process will relieve the tension in your mind, knowing that life is uncertain and the nagging worry that your affairs may need to be brought up-to-date. Experience the joy and relief of knowing you are leaving the legacy you desire.

PhilanthroCorp will help you identify your important relationships and resources and then recommend the most effective tools to ensure that your family is well cared for and that you leave the legacy you choose.

The process begins with a phone interview where PhilanthroCorp asks questions to learn your story, including your wishes and hopes for future generations.
PhilanthroCorp then provides options that can guide you to legacy decisions within the privacy of your home.
Based on those decisions, PhilanthroCorp will help you create a plan that will be refined through a series of phone conversations and then ultimately implemented by your attorney or an attorney that PhilanthroCorp can refer you to.

Estate Specialists

Their estate specialists, along with your attorney, will guide you through a discovery process that will consider your assets, the people and the ministries that are dependent upon you. They will help you understand such issues as probate and taxes and will address tools such as wills, trusts, powers of attorney and advance medical directives. Through their services, your inheritance will be structured to stand the best chance of helping the ones who are most dear to you.

What People Are Saying About PhilanthroCorp

"We were thrilled at the incredible help PhilanthroCorp was in helping us design an estate plan that was custom designed to our specific situation. We included things in our will this time that we had never considered before. We so appreciate this wonderful service provided for us."

JIM AND KATHY L.

"Everybody that we talked to was compassionate and caring. They prayed with us and prayed over us, they were so wonderful. I can't imagine anyone hesitating calling them today!"

WALTER AND ANN W.

"Working with PhilanthroCorp was an extremely easy process as they shared with us what we needed to do to prepare our estate. They provided us financial insights in writing, communicated with us over the phone several alternatives, shared with us how to best accomplish what we felt God was leading us to do, and finally provide a local lawyer to finalize our wills. It was a joy to be able to continue to further God's Kingdom, reaching this lost world for Christ even as we are in heaven."

GERRY AND CAROL S.

"As a single mom, I had a very basic will done for me several year ago and was very grateful! When I heard about the opportunity to fine-tune my will, I jumped on it. PhilanthroCorp was super easy to work with. They walked me through the entire process - we had many candid discussions on what my wishes were in the event of my death - and with their help, I believe that my will now reflects my heart's desires."

SHERRY M.

"What PhilanthroCorp brought to the table was something I couldn't find anywhere else. I couldn't find it from my CPA who could only give me one piece of the puzzle. I couldn't find it from any attorney, who would only look at it from a legal perspective. What PhilanthroCorp brought was common sense, Biblically based estate planning advice."

GAIL C.

Connect or Keep in Touch

Submit this form to let us know of your interest in receiving personalized will and estate planning assistance from a qualified estate specialist.

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Comments

Please let us know what's on your mind. Have a question for us? Ask away.

What would you like to learn more about?

Creating a legacy plan that protects my family, wisely structures inheritances, and impacts the Kingdom beyond my lifetime.

A "give it twice trust."

A simple/inexpensive will and not particularly interested in Kingdom impact at this time.

I've begun to be concerned about taxes my children would pay on inherited retirement accounts and I'm interested in alternative strategies.

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