Fourth Presbyterian Church: Planned Giving at Fourth Church

View An Overview of Planned Giving at Fourth Church

On this page:
Legacy Society Mission Statement
Legacy Society Members
What Are Our Members’ Stories?
How Do I Get Started?
Information and Resources
“Living Well into the Future”
Giving Opportunities That Go Beyond Your Lifetime
Sign up for Our Legacy Society Newsletter

Legacy Society Mission Statement
The Legacy Society brings together caring people who, with an abundance of heart, sustain our light in the city for future generations through their legacy gifts.
The Legacy Society is a small way we recognize this special commitment to Fourth Church and Chicago Lights and all that they do for our community.

Membership in the Legacy Society will help you stay in touch

With each other
With the new and wonderful things happening at Fourth Presbyterian Church and Chicago Lights
With access to a unique annual event just for Legacy Society members
With other people’s stories of their discipleship through their planned giving
With the changing legal and financial landscape that might affect your investment in your bequest to Fourth Church and Chicago Lights
With invitations to special events and opportunities within the life of the church

As a member of the Legacy Society, you will receive invitations to special events and seminars, as well as periodic newsletters with relevant information about the Fourth Church/Chicago Lights mission and the world of planned giving. (You can sign up to receive that newsletter here.) Of course your membership in the Legacy Society can also be completely anonymous.

The work of the Legacy Society of Fourth Church and Chicago Lights is directed by an advisory council. As Legacy Society members themselves, the role of the advisory council is to generate awareness about the act of faith that is legacy giving. The council members, listed below, would be happy to answer any questions you may have about legacy giving.

Kathi Bates
Alan Bath
Carole Bekken
Pam Block, Council Liaison to the Stewardship and Giving Council
Polly Peters Bottrell
Linda Crane, Co-Chair
Lisa Garay
Larry Nicholson
John Shonkwiler, Co-Chair
David Watkins

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How do I take the next step?

To get started on your will or estate plan, contact your attorney, accountant, trust officer, life insurance professional, or investment advisor.

Call or email Katy Frey Bever (312.981.3380) in the Resource Development Office

with any questions you may have
to let her know that you have remembered Fourth Presbyterian Church or Chicago Lights in your estate plans

Click here to view and fill out a Legacy Society Confidential Bequest Intention form.

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Information and Resources

Below you can find further information about the Legacy Society at Fourth Church and Chicago Lights, as well as estate planning resources from the Presbyterian Foundation.

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Legacy Society : “Living Well into The Future”

A Video Series

The Legacy Society of Fourth Presbyterian Church and Chicago Lights created video guides that provide helpful information about legacy giving.

The first video, “Getting Started with Your Legacy,” features one of the founding members of the Legacy Society of Fourth Church and Chicago Lights, Barlow Nelson (Legacy Society member since 2018). Barlow offers a layman’s overview of legacy giving with tips on drafting a will and other estate planning issues.

The second and third videos were prepared by the Presbyterian Foundation and titled “Tools for Establishing Your Legacy.” Part One seeks to answer the question, “Why establish a legacy?” Part Two takes on the question of how to establish a legacy, with a discussion about the various giving instruments available to individuals planning a legacy gift.

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Giving Opportunities Beyond Your Lifetime

Thoughtfully planned, any of the following giving opportunities may provide important personal benefits while supporting Fourth Church ministries into the future.

Bequest through your will or trust
Retirement assets (i.e., pension plans, IRAs)
Life income gift through a trust
Privately held securities
Charitable gift annuities
Real estate
Naming the church as a beneficiary of a life insurance policy
Donor-advised funds

As you are looking to make a planned gift, the following language may be appropriate for a bequest of a specific dollar amount, percentage of your estate, or a description of the property you wish to give.

I give the sum of $____ to the Fourth Presbyterian Church of Chicago, located at 126 E. Chestnut Street, Chicago, Illinois, 60611.2014 to be used for its general purposes (or for the specific purpose of…)

The Federal Tax ID number for the Fourth Presbyterian Church of Chicago is 36-2167080.

For more information about the Fourth Church Legacy Society, contact Katy Frey Bever (312.981.3380).

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