Safe Harbor Christian Foundation :: Departments & Services

Departments & Services

Donors: We seek first to understand, then to recommend.

A good analogy of our roles as good stewards would be an apple orchard. God has placed us in an apple orchard to take care of the trees and pick the apples. Our care of the trees and the distribution of the apples indicates our priorities. Most people are very conscientious about giving a portion of their apples to the Lord's work but tend to overlook the care of their trees.

Since Safe Harbor does not have any other ministry (e.g. feed the poor, clothe the needy, etc.) we are completely objective in understanding the donor's desire to provide for both his future generations as well as his charities and fully allow the donor to preference one over the other. When Safe Harbor contacts a potential donor, we realize that the referring organization takes priority in developing a plan for the donor. However, our first priority is protecting the apple trees. Then we move on to the distribution of the apples. We are there to help the donor achieve his goals - not our goals.

Charities: Helping you help others.

We understand that charities are protective of their donor base. We respect that privacy. If a charity has a planned giving point man, we can be as visible or invisible as desired. That is, we can stay behind the scenes answering questions or we can accompany the point man to directly answer the donor's questions. Additionally, some charities pass on contact information directly to us and we initiate the meeting and respond back to the charity as to the outcome of the meeting.

As investment advisors, we are licensed and experienced in maintaining an endowment program or simply managing the current assets of the charity. Our investments have been blessed and can be substantiated by our affiliates.

Charitable Gift Annuities are a popular form of giving and we can provide a safe alternative to the charity attempting to run their own annuity program. We take on the liability and risk of operating the program for the charity, yet the charity receives all the benefit of the donor's funds at the end of the annuity. Unlike other foundations out there, we DO NOT cut out a portion of the annuity for our benefit. Safe Harbor was specifically designed to uniquely provide this service to charities.

Professional Advisors: Supporting your efforts

Safe Harbor allows you to continue managing donor assets. We realize that your professional relationship with your client should not terminate simply because your client chooses to keep his funds in "divine circulation." We want to foster your clients aim to plan in the light of eternity. Therefore if your client sets up a fund with Safe Harbor, he can choose you as his investment advisor and you can continue earning asset management fees. Additionally we DO NOT have minimums, nor do we charge you any fees. We want you to have complete peace of mind in meeting your client's charitable goals. We are glad to assist in any way possible.

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We have been with Safe Harbor since 2002. We feel that their professionalism as CPAs and attorneys provide knowledge about many things and can give advice about how best to grow our money. We consider our money the Lord's money, and we want to use it wisely and put it to work for the Lord. We appreciate the information Safe Harbor has given us on charitable gift giving and other investments.

Marilyn and Albert Yale
Apopca, Florida

Safe Harbor is an organization that spent much time and effort to research our needs and understand our organization so that our foundation accounts would be developed properly. The thoroughness of information and help proved invaluable not just in setting up the accounts, but also in explaining and promoting our long term goals to our people! We are very appreciative of their careful and thorough investment strategies that have rewarded us with good gains every year and helped to meet some of our most immediate needs. Safe Harbor is not just about money, but about ministry. How can they help you meet your ministry's goals by being financially responsible in a way that brings glory to God? Give them a call and put these passionate, professionals to work for you today.

Pr. Rob Knepp
Wayside Christian School
Bucyrus, Ohio

I am busy as a Bible teacher and a preacher. Neither my wife nor I have the required time or the trained skills to make sound financial investments with our funds. We needed someone to make wise decisions for our investments. We are delighted that Safe Harbor has given us that kind of help for a number of reasons. First, they are competent investors. We started with Safe Harbor when one of their CPAs advised us to put the assets of a stock into a Charitable Gift Annuity to avoid a high capital gains tax. It has been good for the charities that we chose to support and good for our retirement. Second, they are conscientious investors. They invest our funds in harmony with our Christian faith and conscience. Third, they are committed investors giving us an excellent return on our invested funds so that we can give more than we hoped to missionaries and our favorite charities. Fourth, they are consistent investors producing good results each month with the funds that we have entrusted to their care. They have smoothed out the fluctuations that we experienced in the stock market and consistently given us positive gains in times of good and bad economic conditions. We are grateful to the Lord for the help that Safe Harbor has given to us.

Dr. Roger Peterson
Charlotte, North Carolina