Editor’s note: This information is for educational purposes only. We recommend that you consult with legal and financial professionals regarding your particular needs and circumstances as you make your legacy plan.
How will your story continue after you’re gone? How can the values you hold dear, the faith that guides you, and the generosity you practice today ripple out to bless future generations?

At a recent Presbyterian Foundation Day of Learning, the Rev. Sandra Moon, ministry relations officer, and Karl Mattison, vice president of Planned Giving Resources, explored how we can leverage storytelling in planned giving to inspire a lasting legacy, ensuring ministry thrives for years to come.
Moon began with her own story. “I was born in Toledo, Ohio, to first-generation Korean Americans,” she said. Her grandmother lived in Korea but would often come to visit and then came to live with them.
“When I would wake up in the morning,” Sandra recalled, “I’d see her reading the Bible and praying. Even with our language challenges, I knew she was praying for us.”
When her grandmother’s health failed, she returned to Korea to die in her homeland. Upon her death, she left a small inheritance to her children and a special gift to her home church in Seoul: a new set of pew Bibles. “Considering that my grandmother attended one of the largest Presbyterian churches not only in Korea, but in the world, this was a significant gift,” Sandra shared. “In life and death, we belong to God, and I’m so grateful for my grandmother’s legacy.”
This is the heart of planned giving. It’s about weaving together your values, your faith, and your generosity into a lasting story.
Legacy is more than money. It’s the intangible-yet-powerful effect of a life lived with purpose. It’s the stories, values, recipes and faith practices we pass down.
Legacy is woven into the very fabric of our faith as a call to remember, teach and create a path for others to follow.
Many people intend to plan their legacy but hesitate, thinking they don’t have enough assets or that the process is too complicated. The starting point is simpler than you think.
Estate planning deals with the tangible elements of your legacy, Moon said. It is the preparation for the management and distribution of your assets upon your death or incapacitation. Far from being just a financial task, it is an act of faith and a gift to your loved ones, easing their burden during the challenges of managing your care and your assets as they are dealing with stress and mourning your loss.
In the United States, the majority of a typical household’s assets are not in cash. They are in homes, retirement accounts and investments. “One day we will all be finished with all of this,” Mattison said. “We have the opportunity to decide who uses these resources to continue on our story on our behalf.”
Here are some common ways to make a planned gift to your church or other ministries:
- Bequest: A gift made through your will. It can be a specific amount or a percentage. If tithing is your practice, leaving 10% of your estate is a powerful final tithe.
- Retirement plan beneficiary: Naming your church as a beneficiary of your IRA can be highly tax-efficient. Heirs pay income tax on IRA distributions, but a church does not.
- Other beneficiary designations: Bank accounts, investment accounts and life insurance policies can all have a charity named as a beneficiary, bypassing probate.
- Donor-advised funds: This tool simplifies all your giving. You make a tax-deductible gift of cash or securities to a fund and then advise the fund to make grants to your favorite charities over time.
Planned giving is more relevant than we imagine. The peak years for making a first planned gift are the 40s, 50s and 60s. Yet only 5% of Americans have a planned bequest, while studies show 28% would if asked.
The Presbyterian Foundation is here to help. Resources like the Center for Print Resources, Stewardship Navigator, and dedicated Ministry Relations Officers can help your congregation build a legacy giving program from the ground up.
Erin Dunigan for the Presbyterian Foundation (Click here to read original PNS Story)
Let us join in prayer for:
Robyn Davis Sekula , VP, Marketing and Communications, Marketing, The Presbyterian Foundation
Anish Sharma, Software Developer, Digital Strategy & Information Systems, Administrative Services Group
Let us pray:
Gracious and wonderful God, we thank you for the magnificent world you created. We thank you that you have made us a people who seek relationships with others and with you. Keep us ever mindful of your presence among us. Amen.




















