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[vc_row top=”0px” bottom=”0px”][vc_column css=”.vc_custom_1463675106812{padding-top: 20px !important;}”][vc_single_image image=”5999″ img_size=”full”][vc_empty_space height=”10px”][vc_column_text css=”.vc_custom_1463685532080{padding-top: 10px !important;padding-bottom: 5px !important;}”]

The Planned Giving portion of our wealth management puzzle includes:

[/vc_column_text][vc_separator icon=”fa-puzzle-piece” align=”right” color=”#163463″ iconcolor=”#163463″][vc_empty_space height=”10px”][vc_service icon_name=”fa-money” title=”CREATING GENERATIONAL LEGACIES” icon_color=”#8da54f” heading_color=”#163463″]Planned giving is about creating generational legacies that share your values with your family and others both now and after you are gone. It involves the use of giving strategies such as:

[/vc_service][vc_empty_space height=”10px”][vc_service icon_name=”fa-thumbs-up” title=”PLANNED GIVING BENEFITS” icon_color=”#8da54f” heading_color=”#163463″]These different types of giving vehicles can be used to lower taxes now on the sale or transfer of highly appreciated assets like real estate and businesses. This can create a greater income for several generations, while at the same time creating a multi generational legacy.[/vc_service][vc_empty_space height=”20px”][vc_btn title=”CLICK HERE TO LEARN MORE ABOUT CHARITABLE & PLANNED GIVING” style=”custom” custom_background=”#8da54f” custom_text=”#ffffff” shape=”square” align=”center” i_align=”right” i_icon_fontawesome=”fa fa-chevron-right” button_block=”true” add_icon=”true” link=”url:%2Fservices%2Fcreative-giving-techniques%2F|title:Charitable%20and%20Planned%20Giving|”][vc_empty_space height=”20px”][/vc_column][/vc_row][vc_row top=”0px” bottom=”0px” row_show_on=”hide_on_normal_screen,hide_tablet_landscape,hide_tablet_portrait,hide_mobile_landscape,hide_mobile_portrait”][vc_column css=”.vc_custom_1463675106812{padding-top: 20px !important;}”][vc_single_image image=”5999″ img_size=”full”][vc_empty_space height=”10px”][vc_column_text css=”.vc_custom_1463685532080{padding-top: 10px !important;padding-bottom: 5px !important;}”]

The Planned Giving portion of our wealth management puzzle includes:

[/vc_column_text][vc_separator icon=”fa-puzzle-piece” align=”right” color=”#163463″ iconcolor=”#163463″][vc_empty_space height=”10px”][vc_service icon_name=”fa-money” title=”CREATING GENERATIONAL LEGACIES” icon_color=”#669900″ heading_color=”#163463″]Planned giving is about creating generational legacies that share your values with your family and others both now and after you are gone. It involves the use of giving strategies such as:

[/vc_service][vc_empty_space height=”10px”][vc_service icon_name=”fa-thumbs-up” title=”PLANNED GIVING BENEFITS” icon_color=”#669900″ heading_color=”#163463″]These different types of giving vehicles can be used to lower taxes now on the sale or transfer of highly appreciated assets like real estate and businesses. This can create a greater income for several generations, while at the same time creating a multi generational legacy.[/vc_service][vc_empty_space height=”20px”][vc_column_text]Christian Financial Advisors® has access to autonomous professionals of tax+, estate, and wealth advisors that would be pleased to work with you and your family to establish the planned gift(s) that are most appropriate to achieve your financial planning goals. Our communication with you about planned giving is strictly confidential and without obligation.

CLICK HERE to view a video on how our Christian Financial Advisors® System can help in your Creative Giving.

Philanthropic Planning

What kind of generational legacy would you like to establish? How do you share your values with your family now and after you are gone? Charitable giving is a very personal decision, reflects your values and beliefs, and is an important part of the wealth management process.

You may wish to be more philanthropic or impactful with your giving, but are unaware of the many new innovative solutions that exist. Christian Financial Advisors® can help you realize your charitable objectives and dreams by listening for giving opportunities, discussing options, and suggesting personalized solutions. The key to a natural giving discussion is to include charitable planning strategies in your overall wealth planning process.

Benefits of Giving

Continuing Gift

Christian Financial Advisors® can help you identify a deferred giving goal that is beneficial to both you and your church or organization. Careful and thoughtful financial planning is a unique opportunity for you and your heirs allowing you to leave an enduring and significant legacy.

Tax Deduction

Depending on your gift amount, gross income, and tax bracket, gifts to your favorite charities could lower your income tax burden by hundreds or even thousands of dollars.

When gifting capital assets, three great things happen:

  1. By-pass capital gains tax
  2. Income tax deduction at fair market value
  3. Charity benefits

Why Does It Matter?

In everything I showed you that by working hard in this manner you must help the weak and remember the words of the Lord Jesus, that He Himself said, It is more blessed to give than to receive.

Acts 20:35 (NASB)
Christian Financial Advisors® is here to aid you with planned giving and presents many advantages to help you identify and actualize your long-term financial goals while also helping your church or organization in its own long-term financial planning. CIS accommodates you with a variety of opportunities that can help empower your church/organization to advance and develop its mission.

Philanthropic planning may increase the value of your estate while also allowing you to leave a meaningful legacy.

Where Do I Start?

90% of wealth is held in non-cash assets. Only 20% of giving is done using non-cash gifts. In addition to tax-deductible cash gifts, Christian Financial Advisors® can assist in other creative ways to give using non-cash assets:

EFFICIENT GIVING INVOLVES APPRECIATED ASSETS

Am I a Potential Creative Giving Candidate

  1. Do you or will you face capital gains taxes on any appreciated assets?
  2. Will you face considerable estate taxes upon your death or that of your spouse?
  3. Do you own any oil and gas mineral rights, investment real estate or a business?
  4. Have you considered the possibility that you may have more than you need, or will need in retirement?
  5. Have you considered how a substantial inheritance may positively or negatively impact your children?
  6. Have you considered the purposes for why God has richly blessed you?Would you like to be remembered as a giving person?

If you answered yes to one or more, you are likely to be a candidate for philanthropic planning and deferred giving. We suggest contacting Christian Financial Advisors® to discuss the many tax savings and giving strategies*.[/vc_column_text][vc_empty_space height=”20px”][vc_btn title=”CLICK HERE TO LEARN MORE ABOUT CHARITABLE & PLANNED GIVING” style=”custom” custom_background=”#163463″ custom_text=”#ffffff” shape=”square” align=”center” i_align=”right” i_icon_fontawesome=”fa fa-chevron-right” button_block=”true” add_icon=”true” link=”url:%2Fservices%2Fcreative-giving-techniques%2F|title:Charitable%20and%20Planned%20Giving|”][vc_empty_space height=”20px”][/vc_column][/vc_row][vc_row top=”20px” bottom=”20px” bg_color=”#00517c”][vc_column][vc_row_inner css=”.vc_custom_1466444387923{padding-bottom: 30px !important;}”][vc_column_inner][vc_column_text css=”.vc_custom_1466454852829{padding-bottom: 10px !important;}”]

Click on any of the wealth management pieces below to learn more!

[/vc_column_text][vc_separator style=”simple” color=”#ffffff”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Financial Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Ffinancial-planning-in-wealth-management%2F|title:Financial%20Planning|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Investment Management” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Finvestment-planning-in-wealth-management%2F|title:Investment%20Planning|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Retirement Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Fretirement-planning-in-wealth-management%2F|title:Retirement%20Planning|”][/vc_service][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Tax Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Ftax-planning-in-wealth-management%2F|title:Tax%20Planning|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Risk Management” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Frisk-management-in-wealth-management%2F|title:Risk%20Management|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Estate Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Festate-and-inheritance-planning-in-wealth-management%2F|title:Estate%20Planning|”][/vc_service][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Multigenerational Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Fmulti-generational-planning-in-wealth-management%2F|title:Multigenerational%20Planning|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Planned Giving” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Fplanned-giving-in-wealth-management%2F|title:Planned%20Giving|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row top=”30px” bottom=”0px” row_show_on=”hide_on_normal_screen,hide_tablet_landscape,hide_tablet_portrait,hide_mobile_landscape,hide_mobile_portrait”][vc_column][vc_column_text]*Tax Strategy Planning is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from a qualified tax professional.[/vc_column_text][/vc_column][/vc_row]