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Article Type: Ask a Planner
Q: In light of the current market, should I still consider giving stock?
A: Absolutely! Giving appreciated stock, real estate or other non-cash assets remains one of the most cost-effective ways to support your church or other ministries since you will receive a fair market value deduction at the time of your gift and avoid capital gains on the sale of appreciated assets.
Article Type: Ask a Planner
Q. What are my options for an executor of my will or a trustee of my trust?
A. You have a variety of options when it comes to making this important decision.
Article Type: Ask a Planner
Q: What kinds of gifts can I give in exchange for life income payments?
A: Surprisingly, there are a variety of gifts you can give in exchange for payments for life – everything from cash, publicly traded appreciated stock, real estate that has grown in value, farm machinery that is paid for and depreciated, and commodities such as grains, fruits or even livestock.
Article Type: Ask a Planner
Q: What do I need to know about the SECURE Act?
A: The SECURE Act legislation, intended to facilitate and enhance retirement savings, went into effect January 1.
Article Type: Ask a Planner
Q. Should I have my will updated by my attorney if it doesn’t mention digital assets?
A. Yes, it would be a good idea to update your will if it doesn’t mention digital assets.
Article Type: Ask a Planner
Q. What’s my deadline for year-end giving?
A. The specific gifts vary according to what you plan to give.
Article Type: Ask a Planner
Q. Can I give my stock to my church?
A. If you have stock you’ve owned for at least a year, and it has increased in value, this is much more cost effective than giving cash.
Article Type: Ask a Planner
Q: Should I give to my church from my IRA?
A: If you are 70 ½ or older, the now-permanent IRA charitable rollover is a smart and powerful way to give to your local church.
Article Type: Ask a Planner
Q: What kinds of gifts can I give in exchange for life income payments?
A. Surprisingly, there a variety gifts you can give in exchange for payments for life – everything from cash, publicly traded appreciated stock, real estate that has grown in value, farm machinery that is paid for and depreciated, and commodities such as grains, fruits or even livestock.
Article Type: Ask a Planner
Q. I’ve heard there are ways I can give to ministry and receive income for life. Is that true?
A. Yes! Through a life income gift, such as a charitable gift annuity or a charitable remainder trust, you can support the important work of your church or favorite ministry AND receive payments for life.