Charitable Estate Planning

Congregation worshipping

Plan an EP Promo Event

Encourage Gifts to Ministry with an Estate Planning Event.

For most Christians, the best opportunity to make a significant financial gift to Kingdom work comes when they die, through their estate. That’s why charitable estate planning is such an important part of biblical stewardship and an essential tool for churches, ministries, Christian organizations and institutions.

To develop this giving pathway, WatersEdge offers estate planning seminars, emphases, and events to educate prospective donors and assist them with creating or updating their plans. These events are designed to encourage estate gifts to your church or organization and are fully customizable, depending on your unique needs. Best of all, WatersEdge estate planning services are provided at no cost to your church or organization or to the individuals and families who create charitable estate plans.

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Key Benefits

1_CustomEP

Estate Planning that Fits

Scale and customize an estate planning emphasis to meet your needs, whether an event for the whole church, a Sunday School class, or just your staff.
2_LowAdminBurden

Low Administrative Burden

It’s your event, but we’ll do the work. Our team is armed with resources to help you plan, promote and execute.
3_Gifts

Legal Fee Reimbursement Encourages Giving

WatersEdge will reimburse a portion of the legal fees associated with the creation of individual church members estate plans if their plan includes a gift for the benefit of a partnering ministry.*
4_Expertise

Serious Expertise, for Free

We’ve helped guide families through the estate planning process for more than 50 years, and our certified team serves at no cost to your members, staff or organization.

Start Here

Our experienced team will help you plan the right event for your church. Get started today.

1

CONTACT US
Send us some basic info about your event.

2

WE’LL CONFIRM DETAILS
A member of our team will be in touch to walk you through the process.

3

LET US TAKE CARE OF THE REST
We’ll help you plan, promote and execute your event.

Event Success Story

Snapshots of FBC Woodward's churchIn an ongoing effort to cultivate good stewardship habits in their congregation, First Baptist Church of Woodward, Oklahoma, organized a free charitable estate planning event with WatersEdge. Our team handled all the event planning and provided the church with a convenient marketing toolkit to help spread the word. On Sunday morning, members of our estate planning team attended worship at the church, providing a brief explanation of the estate planning services WatersEdge offers and the importance of giving charitably.

Through this event, seven members of the church made appointments with the WatersEdge team, allowing them the opportunity to establish a plan that will provide for their family’s future — and advance the ministry of FBC Woodward at the same time.

“We’re really grateful for our WatersEdge partnership,” Pastor Steve Scott says. “To emphasize Kingdom-minded estate planning, that really meets a need for the local church, and it’s something we can all support.”

An Estate Planning Event May Be Perfect If:

Biblical stewardship is a priority for your congregation.

You’re looking for legacy gifts that benefit your church.

You want extra help in planning and promoting an event.

You want help from experts with proven experience.

Go Deeper

Estate Planning Basics
An estate plan is a set of essential legal documents that settle critical end-of-life decisions. Your estate plan may include the following: A. Last Will and Testament  A legal document that details your wishes for passing on your possessions at your death and names who will care for any minor children (under age 18) you leave behind. This is critical for single parents and for married couples in the event both spouses die. Your last will and testament also includes your selection of a Personal Representative (also known as an Executor) for your estate. After your death, your Personal Representative will hire an attorney to file your will in probate court, so that assets in your name can be legally transferred to your heirs and other beneficiaries. Without a will, the state will decide who inherits your belongings and who raises your children.   B. Health Care Power of Attorney A legal document that grants authority to an individual you choose to act on your behalf regarding health care matters in the event you become incapacitated and cannot make decisions for yourself. This authority is typically given to a spouse or family member. The Health Care Power of Attorney allows this person to access your medical information, work with your doctors to prepare a plan of care, and perform other important tasks on your behalf.   C. Financial Power of Attorney A legal document that grants authority to an individual you choose to act on your behalf regarding financial matters in the event you become incapacitated and cannot make decisions for yourself. This authority is typically given to a spouse or family member. The Financial Power of Attorney allows this person to pay your bills, access your bank accounts and perform other important tasks on your behalf.   D.Advance Directive for Health Care (“Living Will”) A legal document that allows you to specify your wishes for end-of-life issues related to the use of life support, ventilators, feeding and hydration tubes, and resuscitation techniques like CPR. An Advance Directive for Health Care also allows you to provide instructions about organ donation.
Legal Fee Reimbursement
WatersEdge will reimburse up to $500 in legal fees associated with creating or updating your estate plan if your plan includes a gift to WatersEdge for the benefit of a partnering ministry of your choice. This reimbursement may cover most of the fees associated with simple estate plans. However, for more complex estate plans, it is common for legal fees to exceed the $500 reimbursement threshold. In this case, you are responsible for paying the difference.   Legal Fee Reimbursement Qualifications

  • If you wish to specify a percentage of your estate as a gift to ministry, then the percentage must be at least 10 percent of your estate to qualify for legal fee reimbursement.
  • If you wish to specify a specific dollar amount from your estate as a gift to ministry, then the amount must be $50,000 or greater to qualify for legal fee reimbursement.
  • Ask the WatersEdge estate planning team about other giving options that can qualify your estate plan for legal fee reimbursement, including gifts made during your lifetime or gifts made through a retirement account or life insurance.

Ministry Partners Not all WatersEdge ministry partners are listed on our website, so please ask our estate planning team if you’re unable to find a ministry you wish to support. We frequently add new ministry partners, including some like-minded ministries not affiliated with the Southern Baptist Convention. However, if you desire to support a ministry or organization whose purpose or ideology conflicts with Southern Baptists’ core beliefs as expressed in The Baptist Faith and Message, we may be unable to assist you.

Promotional Resources
To access more information about promoting your WatersEdge estate planning event, visit our Resource Library.
FAQ
To learn more about charitable estate planning with WatersEdge, please visit our Frequently Asked Questions.

Plan an EP Promo Event

Convenient Online Estate Planning Tool

This tool will guide your church members through making all the necessary decisions to create their estate plans, including making charitable distributions to ministries like yours. Create an account below to walk through the process yourself.