— Legacy & Planned Giving —

A generational gift to the Church of tomorrow.

Wills and bequests, charitable trusts, gifts of appreciated securities, and Donor Advised Fund grants. The Office of Development works with you and your counsel to structure a gift that reflects your convictions and your stewardship.

— Tempus Aeternitatis —

The Most Consequential Gifts Aren’t Always the Largest of a Lifetime.

A planned gift is a gift made with foresight: what you choose to leave in place once your direct stewardship ends. A sum, a percentage of an estate, a portfolio of long-held securities, a trust built with the help of your counsel. For a seminary, planned gifts are how one generation’s faithfulness becomes the next generation’s foundation. The faculty who train a pastor in 2055 will be funded, in part, by donors who decided decades earlier that this was worth leaving behind. Knox is honored to walk that conversation with you and your advisors.

— Four Pathways —

The instruments your counsel will recognize.

Wills & Bequests

A bequest in your will or living trust is the most common form of planned giving. A specific dollar amount, a percentage of the residuary estate, or a particular asset may be designated to Knox — and may be revised at any time.

II.

Charitable Trusts

Charitable Remainder Trusts and Charitable Lead Trusts allow you to provide for both Knox and your family across time. Your tax counsel will know which structure fits your circumstances; the Office of Development will work with them on the institution-side details.

III.

Appreciated Securities

A gift of long-held appreciated stock, mutual fund shares, or other publicly traded securities avoids the capital gains tax you would owe on a sale, while securing a charitable deduction at fair market value.

IV.

Donor Advised Fund Grants

A direct grant from your DAF — Fidelity Charitable, Schwab Charitable, Vanguard Charitable, or a community foundation — recommends Knox as the recipient and uses funds you have already set aside for charitable purposes.

DAF Instructions →

— For Your Counsel —

Sample bequest language.

A starting point for the language your attorney will adapt to fit your estate plan. The Office of Development can also send a customized version on request.

“I give and bequeath to Knox Theological Seminary, a 501(c)(3) educational organization with EIN 46-1812625, located in Fort Lauderdale, Florida, [the sum of $______] / [______ percent of my residuary estate] / [the following described property], to be used for its general charitable and educational purposes.”

Legal Name: Knox Theological Seminary
Tax ID (EIN): 46-1812625
Status: 501(c)(3)

“A planned gift is the quietest sermon a steward will ever preach. It speaks long after the donor has stopped speaking.”

— A Direct Conversation —

There is no portal for this conversation. Only a phone, an email, and time.

Every planned gift begins with a conversation. Send a note, place a call, or ask your attorney or financial advisor to reach out on your behalf. We will respond promptly — with the institutional facts you need, the patience the decision deserves, and the discretion this kind of giving requires.