Gift Planning Seminars

These seminars are presented upon request to church groups and other organizations at no cost.  Topics covered include information about:
The best assets to gift to heirs;
The best assets to gift to the church or other charities;
Receiving guaranteed lifetime income on charitable gifts;
Reducing or eliminating income taxes, estate taxes and capital gains taxes;
Living in your home for life but receiving an income tax deduction today;
Receiving tax benefits for a life insurance policy no longer needed; and
Increasing income during retirement and supporting the church’s mission after your lifetime.

Fund Development Workshops

While there are four distinct types of fund development, most churches rely on just one, and occasionally two, methods.  Considering that church members live in a society wherein they have multiple interests and multiple organizations vying for their financial support, our Conference churches and ministries suffer the consequences of competing with “four-legged” fund development programs while utilizing only one or two legs ourselves. Churches have both the need and the obligation to offer their members the gifting opportunities and options that become available only through a well-developed Total Fund Development Program.