Our Services
- How Does Barnabas Foundation Help with Your Estate Planning Needs?
- Looking for answers to important questions about your estate?
- Need explanations about different types of charitable gifts, when and how to make a gift, and what the tax implications are?
At no charge or obligation to you, we provide clear and easy-to-understand estate planning information that answers your specific questions. We simplify the details about the different approaches to charitable giving, offer Christian estate planning expertise, and help you achieve your estate planning goals.
Estate and Gift Planning
Professionals from Barnabas Foundation will meet with you in your home to answer your questions about Wills and Estate Planning. We will help you develop a plan to continue giving to the Christian causes you love as well as meet your individual needs. You'll be in good company: we have helped more than 6,000 Christians and their families.
Charitable Gift Management and Administration
Barnabas Foundation offers a unique service that assists both donors and charities in timing and managing gifts that can be complex to administer. This service offers convenience to the individual and expertise to the charitable organization.
Stewardship Education and Development
Many churches face a major challenge within their membership: lack of understanding of biblical stewardship. We help churches teach Christian stewardship of time, talent, treasure and the environment and its affect on our relationship with God. We have led conferences for church leaders and have met individually with nearly 300 churches.
How We Help You Make Sound Stewardship Decisions
One of our experienced staff of professionals will sit down with you in person and explain the various opportunities available to you—at no charge and with no obligation to Christians who support any of our member organizations.
We provide:
Clear and easy-to-understand Estate Planning information.
This is especially important whether you're making your first Will or reviewing and updating an Estate Plan.
Answers to your specific questions
If you have questions about Wills, Trusts and Estate Taxes, we can explain these and other planning options to suit your particular family situation.
Estate Planning conversations in the privacy and comfort of your home
A Barnabas representative will come to your home and evaluate your family's overall situation and requirements, all in complete confidence. Our representatives have made thousands of similar visits throughout our 30-year history, and can assist you with the most complex planning challenges. You may decide to create your first Estate Plan or revise an existing one to meet your unique needs and goals and eliminate unnecessary taxes.
Estate Planning expertise
Our experience and knowledge may help you save taxes, minimize family disputes or protect elderly parents. For example, we can help you provide for a disabled family member, transfer a family farm or business or avoid potential probate expenses and delay.
Computer calculations for charitable gifts
Our gift calculators will help you and those involved in your Estate Planning process ensure that your goals are fully and accurately achieved with the maximum tax benefit to you.
Referrals and recommendations for competent, local Christian attorneys.
We can assist you with finding an attorney who shares your values and beliefs.
Informative Estate Planning presentations
We will gladly come to your church or Christian organization for presentations that can be customized according to the particular interests of the group. For more information, please contact info@barnabasfoundation.com
How We Work with You and Your Designated Charities
Along with individual Estate Planning services, Barnabas Foundation assists Christians and charitable organizations in managing their gifts, which provides convenience to you and expertise to our nearly 200 member organizations.
There are certain times and events in your life when planning for future charitable donations not only creates a great benefit for your favorite charities, but also provides a positive, current tax benefit for you. Significant events may include selling a business or farm, or developing a plan for retirement income. These occasions are excellent opportunities to consider a "Planned Gift."
We would be happy to sit down with you to plan your giving options and help you choose the ones that work best for you.
We are committed to the biblical principles of Christian stewardship. When we discuss the use of God's resources, we recognize that God owns it all. We each have a responsibility to act as God's stewards in managing His gifts to us.
Why Use Barnabas Foundation
Many people who have given to Christian organizations throughout their lifetimes want to make sure that part of their Estate will continue to support these Christian causes upon their death. They choose to make a charitable gift at that time, rather than allowing their charitable giving to end.
People often ask, "How much should I give?" or "What do other people do?" This decision is obviously very personal. It depends on your goals and what you want to communicate to your family and your community. What do you want your legacy to be?
Our Unique Perspective
We are committed to the principles of Christian Stewardship.
Every discussion of the use of God's resources is based upon recognition that God owns it all. It is our responsibility to act as God's stewards with the management of His gifts to us.
We help Christians accomplish their Estate Planning goals.
We take income needs and requirements into consideration in each plan. Attorneys knowledgeable in charitable giving benefits as well as estate plans facilitate the process.
We assure complete confidentiality in the planning process.
People feel safe and secure in providing us with information needed to develop their Estate Plan because the planning is objective and independent, and all information is kept strictly confidential. We never disclose financial details or family situations to any organization.
We do not sell or recommend any particular financial or investment products.
Barnabas Foundation does not receive any fees or payments from individuals or companies who offer financial or investment products. We neither refer individuals nor recommend specific companies that offer investment products.
Our planning services are provided at no charge or obligation.
We provide our services at no charge and without obligation, thanks to the annual contributions made by the Foundation's nearly 200 Christian member organizations.
We never ask for any gifts.
We neither solicit nor encourage any gifts to Barnabas Foundation. You can be assured that we do no fundraising for ourselves or other organizations as part of the planning process.
We offer Stewardship Education and Development programs.
We provide speakers and other resources to churches and Christian organizations to help increase an understanding of biblical stewardship as an essential part of a joyful, Christian lifestyle.