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Smart and Powerful Year-End Giving

Smart and Powerful Year-End Giving

Article Type: Ask a Planner

Q: What are the best giving options to consider in these economic times?

A: Depending on your goals and situation, there are several opportunities that may stretch the value of your gift and/or reduce your taxes.

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Sharing Your Estate Plan With Your Loved Ones

Sharing Your Estate Plan With Your Loved Ones

Article Type: Ask a Planner

Q: Our kids are wondering what’s included in our wills. How do we begin the conversation?

A: It’s wonderful that you are proactively considering how you can communicate your plans to your children! Too often, people avoid these conversations – creating opportunities for confusion, angst, disappointment and chaos.

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How Can I Give to My Church in My Will?

How Can I Give to My Church in My Will?

Article Type: Ask a Planner

Q: How can I give to my church in my will?

A: One easy way to accomplish this is by giving through Barnabas Foundation. Once you’ve designated Barnabas Foundation as the beneficiary in your legal documents, you can then tell us how funds should be distributed to your church and the other ministries close to your heart.

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Giving Equipment and Property

Giving Equipment and Property

Article Type: Ask a Planner

Question: I would like to give farming equipment in a way that benefits both my church and my favorite ministries. What’s the best way to accomplish this?

Answer: The Stewards Fund (Barnabas Foundation’s donor-advised fund) provides you a streamlined solution for giving to multiple ministries. You can give property and/or cash into a single charitable giving account, and then you can recommend grants be made from that account to your church and other favorite charities.

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Estate Plan Update

Estate Plan Update

Article Type: Ask a Planner

Q: If I move, does my estate plan need an update?

A: If your will was valid at the time you created it, it does not necessarily become invalid just because you move to a new state.

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This Year's SECURE Act

This Year's SECURE Act

Article Type: Ask a Planner

Q: How does this year’s SECURE Act affect my IRA giving?

A. What’s Changed:

1. Now you can continue to invest in your IRA after age 70 ½,

but if you do, those investments will reduce your annual

qualified charitable distribution limit. Talk to a trusted

advisor for further details.

2. You don’t have to take your required minimum distribution

until age 72.

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