Fourth Presbyterian Church: Planned Giving at Fourth Church

View An Overview of Planned Giving at Fourth Church

On this page:
What Is the Legacy Society?
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

What is the Legacy Society ?

The Legacy Society has been established to promote planned giving, and to acknowledge and thank members and friends of Fourth Presbyterian Church and Chicago Lights who have chosen to remember the church in their estate plans and who have demonstrated their deep commitment to the church’s future mission and ministry through these special gifts.

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 Fourth Church’s 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 Legacy Society’s work is directed by an advisory council of members. These members are willing and available to speak with you about your legacy plans. Our advisory council members are:

Gordon Addington
Rebecca Dixon
Stephen Hauser
Ed Miller
Barlow Nelson
Polly Peters-Bottrell
John Shonkwiler
Beverly Washington
Toni Yang

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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 in your estate plans

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

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Information and Resources

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

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Legacy Society : “Living Well into The Future”

The Legacy Society of Fourth Presbyterian Church has several events throughout the year to celebrate those who have remembered Fourth Church in their will or estate plan and to promote the joys and benefits of other members doing so as well.

In the summer of 2020, the Legacy Society began a series of ongoing presentations for those considering their wills and legacy gifts entitled “Living Well into The Future.” Read on to find recordings of previous sessions and information about upcoming presentations.

The Legacy Society Advisory Council has been hard at work over the summer and into the fall organizing and carrying out presentations for Fourth Church members interested in learning more about legacy gifts.

This series of bimonthly presentations is entitled “Living Well into the Future” and is geared toward Fourth Church Members ages fifty and above who are contemplating making or revising their wills and estate plans.

The series began in July with a presentation by Fourth Church’s own Barlow Nelson, entitled “Getting Started with Your Legacy.” Barlow gave an overview of legacy giving and the basics of drafting your will and other estate-planning issues.

On September 22, two members of the Presbyterian Foundation staff gave a presentation entitled “Tools for Establishing Your Legacy.” The presentation provided information on the various giving instruments available to individuals planning a legacy gift.

These presentations are accessible online.

Video: “Getting Started on Your Legacy”

Video: “Tools for Establishing Your Legacy”

Keep an eye out for future presentations in the months to come.

For more information about upcoming events, contact Katy Frey Bever.

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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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