1. Setting Priorities–Following Biblical principles

  2. Learning Planning Strategies & Tools–Legal Documents (wills, trusts, powers of attorney), Charitable Tax-planning, Planned Giving Resources

  3. Gathering Necessary Data–The People and Property of your plan

  4. Working with Professionals–The team that will help prepare and execute a quality plan

When Christian stewards desire to increase their giving beyond gifts of cash, proven-effective planned and tax-advantaged strategies can be the perfect solution. Foundation services begin with an inventory of all available assets and then provide options for using non-cash, non-liquid assets to make gifts that can provide:

  • Greater investment in Kingdom ministry–beyond what is possible through cash giving
  • Lifetime income as needed–combining income needs with generosity desires
  • Tax-advantages–deductions and avoidance

Planned and tax-advantaged giving strategies are particularly helpful when non-cash assets are appreciated in value or have accumulated beyond the income needs of the individual.

We stand ready to assist you with a comparative analysis of your giving opportunities through your non-cash assets. This service is especially helpful when you have opportunity to sell appreciated assets that will trigger taxation.