Filter by Type:
Search Posts:
Article Type: Ask a Planner
Q. Should I give my stock to charity?
A. If you have stock that you’ve owned for at least a year and it has increased in value, this is much more cost effective than giving cash. You’ll receive a tax deduction for the fair market value and avoid paying capital gains.
Article Type: Ask a Planner
Q. Why should I consider leaving a gift in my will?
A. Your will (or trust) is your final act of stewardship and care. Through it, you can take care of your loved ones, model a legacy of generosity and ensure your favorite ministries continue to make a difference well beyond your lifetime.
Article Type: Ask a Planner
Q. Are there any life milestones when I should consider updating my will?
A. People commonly update their wills at important life occasions, like having a child or losing a loved one. But there are other subtle transitions that have implications on your estate plans.
Article Type: Ask a Planner
Q. I want to support my favorite charitable causes, but I also need income. How can I accomplish both of these goals?
A. Lifetime income gifts are powerful, tax-wise gifts that enable you to support your favorite ministries while securing lifetime payments for you and your loved ones.
Article Type: Ask a Planner
Q. How much income will I receive from a charitable gift annuity?
A. It depends on your age and the original gift amount. Each year (or quarter) you’ll receive a percentage of your original gift.
Article Type: Ask a Planner
Q. Is there a way to support my church and favorite Kingdom causes – AND receive income for life?
A. Yes! One of the ways to do this is through a charitable gift annuity (CGA) which makes this possible for you and your family.