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Welcome to ADRA International Planned Giving
Thank you for your interest in ADRA International. Our hope is to serve you and your family with helpful information. We have an increasing number of friends of ADRA who now are benefiting from life income gifts, gift annuities and other plans.
Thank you for taking the time to explore the benefits of gift planning.
IRA Rollover Gifts
If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.
Benefits for Family and ADRA International
There are several types of plans. Many of these have wonderful benefits for you too. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Henry was ready to retire. Henry owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Sale and Unitrust
Alberto and Maria purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Alberto and Maria are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Luke Friendly grew up on a farm. When his parents passed away, he inherited the farm. When Luke was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
| Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact planned.gifts@adra.org.
If you are a professional advisor, you may take the following steps on this site.
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