The Regency Foundation
Helping you plan and give wisely.
The Regency Foundation is a 501(c)3 nonprofit organization founded by Cairn University for the purpose of strengthening the long-term financial security of the University through deferred giving. The Regency Foundation is also responsible for the investment management and oversight of the University’s endowment.
Links & Resources
The Regency Foundation provides:
- personal financial planning consultations with no obligation
- estate planning design and assistance with wills, powers of attorney, and living trusts
- charitable remainder trusts, charitable lead trusts, and donor advised funds
- trustee and executor services
- charitable gift planning
- educational seminars for individuals, churches, and Christian organizations on financial planning and planned giving
Learn about our free will preparation services and estate planning documents through our partnership with FreeWill Co. It’s 100% free to you, and most people finish in 20 minutes or less.
Thanks to our partnership with FreeWill Co., you can also make your stock or QCD gift quickly and hassle-free by beginning your forms online.
What is Planned Giving?
Planned Giving can be defined as the process of making a charitable gift, during a donor’s life or at death, that is part of his/her personal financial plan. Donors who focus on planned giving take advantage of tools and techniques allowable under the Internal Revenue Code that reduce one’s personal income tax liability or ease the burden of federal estate taxes and state inheritance taxes.
Charitable giving provides the best alternative to paying taxes. We can usually offer a charitable giving technique that will offset most, if not all, of the taxes due. This provides a way for people to control where their money will go and how it will be used rather than giving it to the IRS.
Advancement is a brand new podcast from the Office of Advancement. Planned Giving Officer Keith Johnson helps listeners understand financial principles, and establish practical and godly wealth management habits. Listen now!
The Pathway Society honors those alumni and friends who make planned gifts to the University as part of their overall financial plan. Learn more!