One of the biggest mistakes you can make in estate planning is leaving the wrong asset to the wrong heir. You’ve spent a lifetime building your IRA nest egg, and now you’re considering how to pass it on to your heirs. This is where IRA bequests come into play. By designating beneficiaries, you ensure your …
Planned Giving
Life insurance may be a valuable and convenient way to give to Focus on the Family if you have an excess beyond what you originally planned for. Giving life insurance offers many benefits In most cases, the gift is tax deductible.Is easy to assign a charity as a beneficiaryIt is a confidential and timely gift …
Consolidated Appropriations Act 2021: How does it impact your giving this year? The Consolidated Appropriations Act, which was signed into law in December 2020, provided an additional injection of stimulus into the economy, including relief for businesses and non-profits. There were also specific provisions that were extended from the CARES Act of March 2020 for …
How does the legislation impact your giving for 2020? In response to the financial impact COVID-19 has had on the U.S. economy, Congress passed legislation on March 27, 2020 to help alleviate some burdens for families and businesses. Aside from direct payments to families, protection programs, and various forms of stimulus, Congress included beneficial provisions to help families save on taxes when they support their church, favorite ministry and other eligible …
How have changes to IRAs impacted you? Over 63% of all households have retirement accounts with an estimated $9.5 trillion in Individual Retirement Accounts. For many families, this is the primary savings plan for their retirement years. In December 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed to boost retirement …
You might be asking, what is a Charitable Gift Annuity (CGA)? A CGA is a contract between you and Focus on the Family that provides you with lifetime income and great tax-benefits and leaves a gift to help families thrive in Christ. CGAs are a great fit for those looking to create a steady income …
Bequest Notification Form I have included a legacy gift in my estate plans to help families thrive for generations to come. First Name Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period. x Last Name Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period. x …
IRA Rollover Notification Form First Name Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period. x Last Name Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period. x Email Address CountryPlease select… United States Canada Phone number Please enter your area code, followed by your …
Gift of Grain Notification Form First Name Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period. x Last Name Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period. x CountryPlease select… United States Canada Phone number Please enter your area code, followed by your phone …
Appreciated Securities Notification Form First Name Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period. x Last Name Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period. x Email Address CountryPlease select… United States Canada Phone number Please enter your area code, followed by your …
