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Benefits of Planning
- Provide substantial current income tax deductions.
- Increase cash flow by providing supplementary income to you and/or another individual.
- Increase retirement security.
- Help protect your assets and privacy.
- Eliminate or reduce capital gains taxes, IRD taxes, estate taxes, gift taxes, and generation skipping transfer taxes.
- Impact the ministry now rather than later.
- Reallocate excess funds to the Lord’s work instead of to the government.
- May increase children’s net inheritance.
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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
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