 |
Planning for the Future
Many of the gifts received or facilitated by Safe Harbor come as the result of planned giving, which is an act of generosity that anticipates and plans for the future. Most acts of charity are occasional or periodic, in response to requests from organizations or other giving opportunities. If you want to make a significant contribution that lasts far into the future, however, you might want to consider including charitable giving as part of your estate planning and at any point when you’re making important business, personal, and financial decisions.
- Here are some possible occasions to consider planned giving:
- Contemplating the sale of a business, home, land, or other major asset
- Planning for retirement or reviewing your financial plan
- Planning for income taxes
- Receiving a financial windfall
- Writing or revising a will or estate plan
Planned giving presents an opportunity to achieve important business or personal goals—including potentially significant tax benefits—while gaining the satisfaction of furthering the cause of Christ. By creating an endowed fund, a donor has the opportunity to create a sustaining force for good that multiplies as time goes on. For example, an endowment gift of $10,000 made by a donor in 1950 would have grown in value to more than $60,000 today. In that same time, more than $75,000 in earnings would have been available to pay out in grants to ministries. In the course of a single century, over $3 million in grants could be generated from that single $10,000 gift.
That is the kind of investment return for the cause of Christ that individual donors have the power to give. If you wish to ensure such outstanding returns, however, you must plan ahead. Safe Harbor can help you plan for your own future and for the future of the ministries you love.
 back
|
|
|
|
|
 |
|
|
|
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
|
|
|
|
