Thank you for your interest in Fuller. The mission of The Fuller Foundation is to advance the common good through stewardship. The Foundation fulfills its Mission in multiple ways: (1) by resourcing the needs of Fuller Theological Seminary by managing its endowment funds, (2) by offering gift planning services to Seminary contributors, and (3) by serving the financial and estate planning needs of Fuller friends and the broader Christian community.
Our desire with this website is to serve you and your family with helpful financial and charitable planning information. Thank you for taking time to visit us!
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Integrity and Initiative Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ...
Experience the Joy of Giving
These pages are here to help you learn how gift planning can turn your dreams into reality. We invite you to explore ways to integrate meaningful giving into your financial and estate plans. Here are a few ways to get started:
Benefits For You, Your Family and Your Favorite Charities
We have an increasing number of friends who are benefiting from life income plans and other financial and estate planning strategies. There are many types of planning strategies, and we can help you select the right ones to achieve your personal and philanthropic goals. Many of our clients have enjoyed increased income and generous tax savings while also maximizing benefits to their families and favorite charities.
Below you will find stories of clients we have served and how we have helped them. You might begin by clicking on the pictures and reading these stories.
A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.
The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary 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 >>.
Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
Thank you for taking time to visit our site and explore the benefits of gift planning. We would be very pleased to help you. Simply click here to email us at your convenience.
Todd Derrick
Dir. Estate Planning Services
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 tderrick@thefullerfoundation.org.
If you are a professional advisor, you may take the following steps on this site.