Info Sheet Provide your church members with easy-to-understand information on giving from their IRA. Using clear and concise language, this resource covers the primary benefits and requirements of a qualified charitable distribution, and it…
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…
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…
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…