Planned Giving Home
Step 1: 
Explore Charitable
Gift Planning
Step 2: Contact Us
Jeff Schacherer, Director
Katie Litz, Coordinator

Financial and Estate Planning Services
Legacy@awana.org
(800)22-AWANA, option 1
Step 3: 
Connect with
Awana International
Founder Circle

Current Gifts

Cash

Online

Gifts of cash can be given to Awana Clubs International by credit card by clicking on the Donate button below. Recurring monthly gifts by credit card is an option available when setting up your donation on our website.

Bank Draft

Automatic monthly gifts through bank draft is available through electronic funds transfer.

 

By Mail

You may also mail a check, money order, or cash equivalent to:

Awana Clubs International
Attn: Katie Litz
1 East Bode Road
Streamwood, IL 60107

Please do not send cash in the mail.

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Stocks and Securities

You can make a gift of securities to Awana by wire transfer, mailing stock certificate(s) or hand delivering stock certificate(s). Call Jeff Schacherer, Director of Financial & Estate Planning Services, at (847) 846-6921 with any questions.

WIRE TRANSFER STOCK to the account of Awana at EDWARD JONES.

1. Call your broker. Let him know that you would like to transfer stock to the account of Awana at EDWARD JONES. Instruct the broker NOT to sell the securities. Also tell your broker the kind of stock and number of shares you would like to transfer and have him contact Chris Masek or Kathy Holtz at EDWARD JONES at (630) 510-1041. (Fax: 877.582.9449; Internet: Click here for Chris’s website.)

Information for your Broker: DTC #0057 and Awana Account #205-06700-1-3
Account Registration Name- Awana Clubs International

2. Contact Jeff Schacherer, Director of Financial and Estate Planning Services, at (800) 22-AWANA, option 1 (800-222-9262, option 1). This helps us credit your gift correctly when the transfer is complete. The value of your gift is the mean price of the stock as traded on the date you deposit it to our account.

MAIL STOCK CERTIFICATE(S)
1. Mail unsigned stock certificate(s) to Awana. Some individuals send the certificate(s) by certified or registered mail with return receipt. This is not required but recommended for your protection.

2. In a separate envelope, send a signed stock power, one for each issue (not certificates) of securities given, which transfers ownership of the stock to Awana. Please note that Edward Jones requires for you to get a signature guarantee (from your bank) when you sign the attached stock power (marked by a red "X") that should identically match the name or names printed on the stock certificate. You do not need to fill out the rest of the information on the stock power. Along with the signed stock power(s), please include a letter with the following information that Awana will mail to its broker:

"Enclosed is # of shares of stock(s). I am making a charitable contribution of this stock (or stocks) to Awana. Please consider this letter and the appropriate stock power your authority and direction to transfer the shares into the Awana Clubs International Account (for? please list designated purpose, if any)"

3. Your gift will be valued at the mean price as traded on the date of your postmarked envelope. Gifts of securities may be mailed to the following: Awana Clubs International, Mr. Jeff Schacherer, Director of Financial and Estate Planning, 1 East Bode Road, Streamwood, IL 60107-6658.

4. Please note that if the amount of the stock is valued at $5,000 or above an additional "Letter of Authorization" is required. Simply contact Jeff Schacherer or Katie Litz at (800) 22-AWANA, option 1, for this form to be mailed or emailed to you for your signature only. We can fill out the remaining information.

HAND DELIVER STOCK CERTIFICATES

1. Complete steps A to C as detailed under "MAIL STOCK CERTIFICATE(S)."

2. Please give stock certificate(s) in person to Jeff Schacherer or Katie Litz at Awana headquarters, 1 East Bode Road, Streamwood, Illinois, 60107.

3. The day you deliver the stock to us will be the date of the gift and valuation.

 

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Donor Advised Funds

A donor advised fund is a fund commonly at a community foundation that distributes funds to ministries such as Awana. You can open one with a written agreement between you and the organization that gives you (or other family members) the right to recommend that distributions (i.e., grants) be made from your fund to Awana.

One caveat: You cannot direct distributions. You have the right only to make recommendations regarding how much, how often and to which charities. Most donor advised funds will follow your advice if it is consistent with the fund's objectives and the selected ministries are qualified charities.

Once you have created a donor advised fund, you can:

  • At any time, make contributions to your fund, which are invested by the sponsoring charitable organization, which then provides a regular accounting to you.
  • Recommend that various amounts be distributed to qualified charitable organizations of your choice.
  • Receive an income tax charitable deduction for gifts to your donor advised fund. You receive no further tax advantage, however, when grants are made from the fund to other charitable organizations.

Most donor advised funds allow you to start a fund for $5,000 - $10,000, although additional contributions may be less.

Your Major Benefits

  • Convenience and timing: You can take a tax deduction now—when you make a gift to the fund—without immediately having to choose the ministries you want to support.
  • Simplicity: You can support a number of qualified causes and centralize your giving without having to retain records for separate contributions.
  • Expertise: You can take advantage of the staff's expertise to research which programs you want to support.
  • Family philanthropy: Families can build a tradition of giving and teach their children the value of philanthropy by involving them in the decisions about which grants to recommend. Plus, you can name your children as the next generation of fund advisors to carry forward a true legacy of giving.

To learn more about this way to support Awana International, please contact Jeff Schacherer, Director of Financial & Estate Planning Services at 1-800-22-AWANA, option 1, or by calling 630-540-4556 or email jeffs@awana.org.

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Tax-Free IRA Rollover Extended until December 31, 2013

The American Taxpayer Relief Act of 2012 passed by Congress on January 1, 2013 and signed into law on January 2, 2013 offers individuals 70 1/2 years or older several ways to make tax-free gifts of IRA assets to Awana Clubs International for 2013.

You can make a 2013 qualified charitable rollover until December 31, 2013.

To benefit from this gift opportunity, the following qualifications must be met:

  • You must be age 70 1/2 or older at the time of transfer.
  • The maximum amount you may transfer is $100,000 per year.
  • The gift must be outright. Gifts to donor advised funds or to life income vehicles do not qualify. 
  • The gift must be transferred directly from the IRA account by the IRA administrator to Awana Clubs International.

Following are sample IRA transfer letters:

-The first letter is to the donor's IRA custody agent for a 2013 transfer.
-The second letter is from the donor to Awana Clubs International informing them that the custody agent will be sending a gift on their behalf.

If you have any questions regarding the charitable IRA rollover, or how to make a planned gift to Awana Clubs International, please contact Jeff Schacherer, Director of Financial and Estate Planning Services, at jeffs@awana.org or by calling (847) 846-6921.

Awana International empowers Christian leaders worldwide to
train children to know, love and serve Christ.

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