Gift & Estate Planning
Gift and Estate Planning
Estate planning may be the most important act of stewardship any of us will ever undertake. It is, at its core, the process of determining to whom we should transfer the stewardship of all that has been entrusted to us when we are called to step into eternity. Officers’ Christian Fellowship has partnered with The Giving Crowd, a trusted gift and estate planning firm, to help you put together an estate plan that accomplishes your goals. The Giving Crowd serves many of the most respected faith-based Christian organizations and thousands of their supporters. There is no cost to you for their assistance.
In addition, their self-help tool My Legacy Planner is a state-of-the-art online platform that allows individuals and families to answer basic questions related to their estate plan in the comfort and privacy of their own home.
What is My Legacy Planner?
This fully encrypted tool produces a summary of what, for most Americans, will be the largest tax of their life. That tax is called Income in Respect of a Decedent. It is ordinary income tax and it applies to the remaining funds in your IRA, 401(k), net worth and tax liabilities.
Many folks like you want to provide for their heirs and if possible extend their legacy through gifts to favorite charities rather than the Federal Government.
The My Legacy Planner offers an overview of the hidden tax issues you may be facing and then offers alternatives that can benefit children and charity vs. children and taxes. It illustrates three charitable options designed to reduce taxes and increase philanthropic impact. Users can then print a summary document to take to their attorney or financial advisor for implementation.
The MLP is free to you, fully encrypted, and easy to use. Most folks can complete the questions and receive their summary in less than 15 minutes, and on average they will be saving nearly $70,000 in taxes at death WHILE creating the largest gift to charity of their lifetime!
Would you like to know more about MLP? Watch this short overview video for more information. Enjoy!
I still have questions
The OCF Resource Development Team is happy to help however we can with questions on Gift and Estate Planning. Click the button to send us an email.