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Welcome to Christian Foundation of the West
Planned Giving
Most of us will spend more time planning this years vacation than we will ever spend planning our giving.
Bill Gates said, Giving money effectively is almost as hard as earning it in the first place.
Daryl Heald of Generous Giving has said that giving is much like tipping. We give on an impulse if we like what we see.
But society's great philanthropists have been much more strategic and reflective about their giving. John D. Rockefeller said, Giving should be entered into in just the same careful way as investing . . . . Giving is investing.
Religious givers who see themselves as stewards of God's resources should be even more careful to ensure that their giving is effective and well planned. One way to exercise the kind of care of which Rockefeller speaks is to develop a written giving plan.
The best way to begin a giving plan for your family, loved ones and favorite charities is through the creation of a Will, or Living Trust. A Will or Trust document will provide instructions on how your estate should be divided. If you should die without a document, the State Probate Court will decide what you have and who qualifies to receive it! Probate takes time and is very expensive.
Good News
CFW has provided helpful information that will educate you on the differences between a Will and a Living Trust. The Wills Presentation below has been designed to answer the most common questions. If you need further assistance, or would like to receive our Free Wills and Trust Kit, please contact us.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits for Family and Christian Foundation of the West
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
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Bequests
Joe and Anna have been faithful supporters of Christian Foundation of the West. They believe it is important to support and encourage their mission. More on Bequests >>.
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Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
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Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Rick Kasel
Executive Director |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact rick.kasel@cfwest.com.
If you are a professional advisor, you may take the following steps on this site.
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