Do you have appreciated stock or other securities that you’ve owned for at least a year? Adam Lopez, director of planning, and Kurt Knoll, director of member relations, discuss why marketable securities are a much more cost-effective giving option than cash.
Amy Bakker Baty, director of planning and Kurt Knoll, director of member relations discuss how if you are 70 ½ and older, you can make a sizeable gift from your individual retirement account (IRA) to ministry and reduce your taxable income.
Nathan Osborn, managing director of planning services discusses how you can give more to ministry than you ever thought possible! You can redirect a business or property you no longer need or want to manage toward Kingdom purposes, and experience significant tax benefits in return.
Travis Morrow, director of planning shares how you can convert virtual investments into real, tax-wise Kingdom impact by giving cryptocurrency to ministry!
Looking for a streamlined way to support your church and other favorite ministries? A donor-advised fund allows you to give to a single charitable account to support one or multiple causes close to your heart. (With Cindi Riemersma, director of gift administration)
Invite your church to listen in as Barnabas Foundation’s managing director of planning, Nathan Osborn, J.D. and Kurt Knoll, director of member services discuss some of the most common reasons that warrant an update to your will or trust.
If you’d like to share video and audio recordings of this event with your members, direct them to this public page: https://www.barnabasfoundation.com/interactive.
Yes, I do like saying “easy-peasy, lemon-squeezy.” But like most people, I also like it when seemingly difficult tasks are made, you know — easy-peasy and…lemon-squeezy.
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