P HILANTHRO C ORP America’s Planned Giving Solution SM.

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Presentation transcript:

P HILANTHRO C ORP America’s Planned Giving Solution SM

XYZ C hurch E state P lanning S ervices XYZ C hurch E state P lanning S ervices now offers

Whether you are young, old, rich or just comfortable, Whether you are young, old, rich or just comfortable, you have an estate.

Home It includes your: Business Personal items accumulated as a result of your labor and God’s blessings Personal items accumulated as a result of your labor and God’s blessings Savings Retirement Plans Life Insurance Proceeds

How you choose to steward the resources God has entrusted to you matters a great deal to the One who owns it all. How you choose to steward the resources God has entrusted to you matters a great deal to the One who owns it all. “ the world is mine, and all that is in it.” – Psalm 50:12b “ the world is mine, and all that is in it.” – Psalm 50:12b

It is important to use your estate assets to their fullest potential for your family and for His glory. It is important to use your estate assets to their fullest potential for your family and for His glory. “Moreover it is required in stewards that one be found faithful.” -1 Corinthians 4:2

Provide for all financial and guardianship needs for dependents A Proper Estate Plan Should: Express God’s plan of stewardship Transfer the assets God has entrusted you to individual and charitable beneficiaries Transfer the assets God has entrusted you to individual and charitable beneficiaries Transfer your estate in a tax efficient manner with the least possible amount of heartache, cost or delay Transfer your estate in a tax efficient manner with the least possible amount of heartache, cost or delay

XYZ C hurch XYZ C hurch would like to help

It is estimated that more than 70% of Americans do not have a current will. It is estimated that more than 70% of Americans do not have a current will. Consider this: Yet for most Americans, 91% of their net worth is in ASSETS versus the 9% in CASH. Yet for most Americans, 91% of their net worth is in ASSETS versus the 9% in CASH.

Without an estate plan in place, Without an estate plan in place, you have no voice in the distribution of these assets. Without an estate plan in place, Without an estate plan in place, you have no voice in the distribution of these assets. Consider this: They will be distributed They will be distributed by probate court in accordance with the laws of your state. They will be distributed They will be distributed by probate court in accordance with the laws of your state.

But You Do Have a Voice

3 Ultimate Destinations… Loved Ones Whether your estate is modest or substantial, you have 3 choices when it comes to where you direct assets at death. Ministries Having Kingdom Impact The I.R.S.

We recognize that designing your estate can be a very personal and complicated process. Our desire is to take this complex process and simplify it for you.

XYZ Church, in conjunction with The Baptist Foundation of Alabama and PhilanthroCorp (Christ-centered estate planning firm), have a ministry in place that will assist you in this important endeavor. XYZ Church, in conjunction with The Baptist Foundation of Alabama and PhilanthroCorp (Christ-centered estate planning firm), have a ministry in place that will assist you in this important endeavor.

Please visit our website at click on “link name to planned giving pages” and complete the “Estate Plan Organizer” Please visit our website at click on “link name to planned giving pages” and complete the “Estate Plan Organizer” To learn more:

Other Services Provided

Charitable Gift Annuities Gift of Retirement Plans Gift of Stocks/Mutual Fund Shares Charitable Remainder Trusts Charitable Lead Trusts Business Sale – Charitable Planning Charitable Gift Annuities Gift of Retirement Plans Gift of Stocks/Mutual Fund Shares Charitable Remainder Trusts Charitable Lead Trusts Business Sale – Charitable Planning

We hope you find this service a blessing to you and your family We hope you find this service a blessing to you and your family

P HILANTHRO C ORP America’s Planned Giving Solution SM