A Trusted Partner for

Financial Advisors

We work with you to help your clients fulfill their

charitable giving & tax savings goals

Offer Sustained Income

Make a Difference

Shared Partnership

You can partner with IHS Foundation without losing revenue derived from managing funds.

  • We give our Donor Advised Fundholders with assets greater than $100,000 the option to retain the services of their preferred financial manager. Your client makes a charitable gift to IHS Foundation and we open a new investment account with you.
  • What kind of client would make a great referral to IHS Foundation? Somebody with charitable intent, Christian faith, and an interest in our biblically responsible investing commitment.
  • We prepare and administer long-term giving arrangements with your donors that provide your clients with income in their lifetime (along with significant tax savings) and funds the charity of their choice with the residual of the gift.
  • Recommend to your clients popular planned giving options such as charitable gift annuities, charitable remainder trusts, and charitable lead trusts.

Charitable Gift Annuity

An arrangement between a donor and a nonprofit organization in which the donor receives regular payment from IHS Foundation for life, based on the value of assets transferred to us. After the donor’s death, the remaining assets are put into the designated nonprofit’s endowment fund. 

Charitable Remainder Trust

An irrevocable trust that generates income for the donor (or other specified beneficiaries), with the remainder of the donated assets going into a nonprofit's endowment fund. 

Charitable Lead Trust

An irrevocable trust designed to provide financial support to a nonprofit organization for a period of time right away, with the remaining assets eventually going to the donor’s family or other beneficiaries.

Leave a Legacy

The Joy of Giving 

Carol and Jim are praying about how best to organize their estate plan to bless their children and grandchildren. In addition to some money and property, they wanted to give their family a greater gift: the joy of giving.

Carol and Jim left a portion of their estate to IHS Foundation and named their children as successors on their Donor Advised Fund. They left written instructions with IHS Foundation—on file forever—to ensure their values would guide and inspire giving priorities for generations to come.

Maximize Tax Benefits 

Simplify Recordkeeping 

Mike was ready to sell the family lake house for $600,000 and support the local pregnancy center with half the proceeds of the sale. Prior to selling, he gifted 50% ownership to IHS Foundation. This charitable donation significantly reduced his taxable income. After the sale, IHS Foundation credited Mike’s Donor Advised Fund with $300,000, and he received one simple charitable giving receipt.

Mike knew making a large, one-time gift would complicate the pregnancy center’s budget. Instead, IHS Foundation could make recurring, smaller gifts to the pregnancy center for years to come at Mike’s direction, while IHS Foundation handled all the record keeping. 

Donate Property Assets

Substantial Tax Savings

Richard was planning to sell $20,000 in appreciated stock to make a sizable gift to his church’s building fund. A friend gave him a better idea: donate the stock to the church instead, that way Richard wouldn’t pay upwards of $4,000 in capital gains taxes from the sale. When the church secretary said she didn’t think the church was set up to receive a gift of stock, Richard laughed and said it was OK. He gifted the stock to IHS Foundation and the full value went to his Donor Advised Fund. At Richard’s direction, IHS Foundation mailed a check to the church for $20,000. 

Help Your Clients Leave a Legacy

Offer Your Donors Gift Options That Pay Them Income

John wanted to leave a meaningful gift to his Christian school that meant so much to him, but he wasn’t sure the best way to do it until heard about the possibility of establishing a charitable gift annuity. This unique gift option was a great way to earn an immediate tax deduction, secure guaranteed, partially tax-free income (annuity) for the rest of his life, and give a large gift to the school when he went to heaven. John’s school didn’t have the resources to administer this, so they directed him to IHS Foundation who set everything up on behalf of John and the school—with no fees or costs to either party.  

Administer & Manage Long-term Giving Arrangements

Mary told her pastor that after her death she wanted to use the majority of her estate to send kids to church camp for generations to come. The church board loved this idea but expressed concern about the burden of administering this arrangement forever. Instead, Mary and her pastor consulted IHS Foundation and put together a plan that would honor Mary’s intentions, invest the money for growth in the market, and send a hefty check for 5% of the principal balance to the church once a summer. Mary and her church felt great peace about the everlasting gift plan. 

Receive Complex, Non-Cash Gifts

Jill is a part-time Development Director at her community pregnancy support center. Recently a few potential donors called with questions she struggled answering. One wanted to donate some mutual fund shares, another wanted to know about charitable remainder trusts, and somebody else wanted to know the tax implications of donating a car. Thankfully, the pregnancy support center has an endowment relationship with IHS Foundation. In each case, Jill was able to reach out to IHS Foundation and get answers to all these questions, resulting in three new gifts that month. 

The next time a donor asks you about a complex charitable gift idea or calls with a legal question you don’t know the answer to, don’t sweat. 

Your planned giving office is a phone call away.