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Strategic Giving Solutions William High Servant Christian Community Foundation
 
5 Big Ms ,[object Object],[object Object],[object Object],[object Object],[object Object]
5 Eternal Stewardship Messages ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Resources Are Available ,[object Object],[object Object],[object Object],[object Object]
PERSPECTIVE: What Assets   are Given? What Assets are Owned? 80% Cash 91% Other Assets
Estate Business Interest Real Estate Cash Publicly Traded Stock Vehicles Business Inventory Small Non Cash--Collectibles Gift Funnel High Volume Low Volume/ High $
Capture the Assets…Ministry Foundation ,[object Object],[object Object],[object Object],[object Object]
Build Awareness ,[object Object],[object Object],[object Object],[object Object],[object Object]
                 SCCF is a member of the Evangelical Council for Financial Accountability. Click the ECFA Logo to see financial reports. The information presented on the website of Servant Christian Community Foundation (SCCF) is published with the understanding that in this information, the authors are not engaged in rendering legal, accounting, or other professional services. We strongly urge that you consult with your attorney, financial advisor, insurance agent and/or tax advisor to review and approve this complimentary educational information. This information in no way constitutes legal advice. It is not intended to analyze your particular situation, but is broadly educational in nature. We gladly will work with your independent advisors to assist in any way. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SCCF  >  SCCF  Legacy Fund                                                                                                                                                                                                                                      
Charitable Gift Annuities ,[object Object],[object Object],[object Object],[object Object]
5 Key Overlooked Giving Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object]
Creative Giving—Thinking Beyond ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case:  Sale of Real Estate Current   Plan –  Mr. and Mrs. Duwell Proceeds $1,000,000 $210,000 Income Taxes Real Estate Sale Investments $790,000 Family Charity
Case :  Sale of Real Estate Proposed   Plan –  Mr. and Mrs. Duwell Benefits:   Proceeds $1,000,000 $0 Income Taxes Real Estate Transfer Investments $1,000,000 Family Charity Charitable Trust & Charitable Fund Sale No Taxes Control More Income
Appreciated Property $3,500,000 Jones LP Ed & Edie Gen.Partner 1% Control Ed & Edie LimitedPartners Jones DAF $700,000 Jones  Unitrust $ 2,100,000 Ed & Edie & Family $700,000 20% LP Int. 60% LP Int. 20% LP Int. Charities/Ministries/Church/etc. Ed & Edie for Life At Death Buyer Negotiate © 2004 National Christian Foundation
Next Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Strategic Giving Solutions Ministry

  • 1. Strategic Giving Solutions William High Servant Christian Community Foundation
  • 2.  
  • 3.
  • 4.
  • 5.
  • 6. PERSPECTIVE: What Assets are Given? What Assets are Owned? 80% Cash 91% Other Assets
  • 7. Estate Business Interest Real Estate Cash Publicly Traded Stock Vehicles Business Inventory Small Non Cash--Collectibles Gift Funnel High Volume Low Volume/ High $
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. Case: Sale of Real Estate Current Plan – Mr. and Mrs. Duwell Proceeds $1,000,000 $210,000 Income Taxes Real Estate Sale Investments $790,000 Family Charity
  • 15. Case : Sale of Real Estate Proposed Plan – Mr. and Mrs. Duwell Benefits: Proceeds $1,000,000 $0 Income Taxes Real Estate Transfer Investments $1,000,000 Family Charity Charitable Trust & Charitable Fund Sale No Taxes Control More Income
  • 16. Appreciated Property $3,500,000 Jones LP Ed & Edie Gen.Partner 1% Control Ed & Edie LimitedPartners Jones DAF $700,000 Jones Unitrust $ 2,100,000 Ed & Edie & Family $700,000 20% LP Int. 60% LP Int. 20% LP Int. Charities/Ministries/Church/etc. Ed & Edie for Life At Death Buyer Negotiate © 2004 National Christian Foundation
  • 17.