FULLER LEGACY PLANNED GIVING NEWSLETTER
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SPRING 2022
GOD CALLS US ALL TO GIVE WITH JOY By Mark Labberton, Fuller President Our lives are given to us as stewards. We get the privilege of offering as much or as little as we have in service to God and to one another. I remember not long after I came to faith becoming aware of a particular need of a friend. I had received a cash award for something, and I was excited thinking I could give all of this to my friend. I had given to friends before in various ways, but this was a larger amount, and this gift was motivated for the first time by the desire to be faithful to the generosity of God. It was a pivotal realization and experience.
innovative impact through indispensable formational education for diverse Christian leaders everywhere. That means when we contribute to Fuller, we are participating in the renewing and re-enacting of the mission of God’s people in the world at this time. God calls us all to give with joy—now, and through the Legacy Circle, later as well. We could not be more grateful to do so. Won’t you join Janet and me and leave your own giving legacy by joining the Grace and Charles Fuller Legacy Circle?
By joining the Grace and Charles Fuller Legacy Circle and committing some of our resources at a future time to Fuller, Janet and I will do in our passing what we have tried to do in our living. We believe in the uniqueness of Fuller. It is not just another seminary. Fuller offers faithful,
+ Mark and Janet Labberton
WHY YOU SHOULD PLAN AHEAD Taking the time to be mindful when creating an estate plan allows you to record your values and helps ensure your wishes are followed. A thoughtful estate plan can also tell your story through the causes you will support after your lifetime. A well-planned estate helps you: rotect family and loved ones. P An up-to-date estate plan keeps loved ones safe. Reviewing it regularly means adjusting for changes in personal relationships, tax laws, births, deaths, and state of residence. Be tax smart. Certain assets can be tax burdens (or at least tax surprises) to your family. Planning helps you keep them in the loop and possibly avoid a tax hit altogether. lan for your pets to ensure that P your furry friends are taken care of in your absence.
ake the most of your assets. M Working with qualified professionals helps you grow your wealth and be a good steward over the long term. tate your advance directives, S powers of attorney, and other end-of-life planning tools to communicate your basic wishes for funerals, memorial services, and other specifics. ontinue your philanthropy C after your lifetime. Charitable current and legacy gifts to Fuller may provide you and your heirs with financial benefits.
WE CAN HELP If you’re ready to start planning your future, you’ll want to consult the experts. The Fuller Foundation and Fuller Investment Management Company teams can help make sure your long-term plans reflect how you want to be remembered. Please contact us at 626.792.3232 or giftplanning@thefullerfoundation.org to get started.
REFLECT YOUR VALUES THROUGH YOUR WILL Did you know a charitable gift in your will or trust is one of the easiest and most flexible ways to make a legacy gift? With the help of an attorney, you can include language in your will or trust specifying a legacy gift to family, friends, or Fuller as part of your estate plan, or you can make a bequest using a simple beneficiary designation form. Advantages of a Gift in Your Will
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implicity. As little as one sentence in your will S or living trust is all you need to complete your gift.
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lexibility. You are free to alter your plans as F needed to reflect life’s changes.
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Versatility. You can give a specific item, dollar amount, gift contingent upon certain events, or a percentage of your estate.
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egacy. Leave a lasting legacy to Fuller and L other charities.
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ax Savings. Receive an estate tax charitable T deduction and reduce the burden of taxes on your family.
If you want to provide for your loved ones, make sure your Fuller support continues after your lifetime, and maintain the flexibility to change your mind at any time, a gift in your will is the simplest way to accomplish your goals.
TAKE THE NEXT STEP If you need help getting started or would like Fuller’s bequest language that your attorney can use to make your gift, please contact Dasha Thomas at 626.765.8431 or dthomas@thefullerfoundation.org to get started.
Grace and Charles Fuller Legacy Circle The Grace and Charles Fuller Legacy Circle honors and recognizes faculty, students, alums, and friends who have made a commitment to Fuller’s future. You may become a member of the Grace and Charles Fuller Legacy Circle if you’ve named Fuller as a beneficiary of your:
· Will or Trust · Life Insurance Policy · I RA · Other Retirement Assets · Charitable Remainder Trust · Charitable Gift Annuity · Real Estate If you are considering or have already included Fuller in your estate plan, please let us know so we can thank you and welcome you into the Grace and Charles Fuller Legacy Circle. Contact Dasha Thomas at dthomas@thefullerfoundation.org or 626.765.8431.
Simplify Your Giving With a Fuller Donor-Advised Fund
CONTRIBUTE: Give to your Fuller DAF.
BENEFIT: Qualify for an income tax deduction in the year you make your gift.
GROW: Watch your contributions grow.
GRANT: Recommend which charities, such as Fuller, you want to receive your support.
You can designate your remaining DAF balance to Fuller after your lifetime. Ready to open your Fuller DAF? Contact us at 626.765.8431 or giftplanning@thefullerfoundation.org.
YOU HAVE GOALS. WE HELP YOU ACHIEVE THEM. Are you looking for a trusted investment and financial services partner? For more than 30 years, The Fuller Foundation and Fuller Investment Management Company (Fuller Investing) have been trusted partners with the Fuller community. Through shared Christian values, we seek to help you meet your financial, philanthropic, and investment goals. ®
Personalized service, with focus on goals, risk tolerance, and investment horizon
Integrated, team-based approach to meeting your wealth management and charitable gift planning goals
Robust performance reporting and access to high-performingfund managers
If you need help with your investments, philanthropic gift planning, or complex asset planning, we are here to help you. + Learn more by visiting fullerinvesting.com
Todd Derrick Vice President, Client Advisory Services 626.765.8450 tderrick@fullerinvesting.com
Dasha Thomas Senior Director of Gift Planning 626.765.8431 dthomas@thefullerfoundation.org
Alyse Lee Director of Stewardship 626.765.8408 alee@thefullerfoundation.org
THE FULLER FOUNDATION • 135 N. OAKLAND AVE. • PASADENA, CA 91182 TAX ID #95-4124436 • THEFULLERFOUNDATION.ORG © The Stelter Company | Information contained herein was accurate at the time of printing. The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.