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Giving From Your IRA
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…
Brochure/Marketing Material
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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…
Video
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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…
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