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Info Sheet: Sharing Your Estate Plans With Your Loved Ones
A family meeting can protect your children and other heirs from the uncertainty and chaos that far too many families navigate after a loved one passes away. This worksheet provides key considerations and potential discussion…
Brochure/Marketing Material
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Info Sheet: 7 Reasons to Review Your Will –
Life changes and so should your will. Help your congregation understand why it’s important to to have current legal documents by providing them this informational sheet that includes a checklist of the most common reasons…
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Giving Stock and Marketable Securities (Training for Church Members)
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…
Video
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Giving From An IRA (Training for Church Members)
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…
Video
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Giving Real Estate and Business Gifts (Training for Church Members)
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…
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