Planned Giving
Join the Cornerstone Society
Moravian Theological Seminary recognizes our generous alumni and friends who have made planned gifts through membership in The Cornerstone Society. Members of The Cornerstone Society have expressed their commitment to Moravian Theological Seminary through a very special and important form of financial support. These donors have named Moravian as the ultimate beneficiary of a planned gift.
Find the Plan That's Right For You
By including Moravian in your estate plans, you can create a legacy and provide the foundation for Moravian’s work. With thoughtful planning, a gift that is tailored to your age, your income and assets, and your vision of giving can also provide important financial benefits in your lifetime. In many cases, a planned gift can enable you to make a more significant gift than you thought possible while at the same time allowing you to achieve your overall financial, philanthropic, and estate planning goals. Most importantly, any option you choose creates a powerful legacy that will make a difference in the lives of Moravian students for years to come.
Leave a Legacy
| YOUR GOAL | YOUR PLAN | YOUR BENEFITS | |
| BEQUESTS | Defer a gift until after your lifetime | Include the Seminary in your will or trust | Control the asset during your lifetime, and the resulting gift is exempt from federal estate tax |
| RETIREMENT PLAN ASSETS | Leave more of your estate to your heirs | Name the Seminary as beneficiary of your retirement plans | Avoid income and estate tax on the most highly taxed assets and free up other property from tax for your heirs |
| CHARITABLE GIFT ANNUITY | Supplement income with steady payments while providing a future gift to the Seminary | Make gifts of cash or securities in exchange for fixed annuity payments to one or two individuals for life | Receive fixed payments for life, enjoy tax savings, avoid capital gains tax if donating an appreciated security |
| CHARITABLE REMAINDER TRUST | Supplement income and provide future gifts to the Seminary | Create a trust that provides income for a beneficiary for a fixed term or life, with the remainder disbursed to your charities | Achieve your charitable goals while retaining an income for yourself |
| CHARITABLE LEAD TRUST | Reduce gift and estate taxes and leave more of your assets to your heirs | Create a charitable trust that pays income to the Seminary for a fixed term, then leaves the remainder to your heirs | Reduce your taxable estate and freeze the taxable value of growing assets before they pass to your family |
| LIFE INSURANCE POLICY | Make a gift that won’t draw funds from your estate | Create a new life insurance policy or donate a policy you no longer need | Increase your ability to make a significant gift to the Seminary while saving other assets for heirs |
| REAL ESTATE | Make a gift of an asset no longer needed and generate an income tax deduction | Donate the property to the Seminary or sell it to us at a bargain price | Receive an immediate tax deduction and reduce or eliminate capital |
This chart outlines the most popular options for planned giving and is designed to help you find the type of gift that’s right for you. We will be happy to provide details about these and other giving options tailored to your specific situation. As with any charitable gift agreement, we encourage you to consult with your financial adviser as well.
Learn More About Planned Giving Opportunities
Once you have reviewed the giving opportunities, please feel free to contact us with any questions you have about planned giving. We can review your needs and goals, and together with your own financial and legal advisers, help you find ways to support Moravian’s mission while ensuring your family’s financial security. We look forward to hearing from you!
Moravian Theological Seminary
Development & Alumni Engagement
1200 Main Street
Bethlehem, PA 18018
Toll-free: 800-429-9437
plannedgiving@moravian.edu
