|
|
Welcome to Stewardship Ministries
Estate & Gift Planning of The Wesleyan Church
Thank you for your interest in the ministries of The Wesleyan Church, especially those ministries of your local Wesleyan church. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans such as the creation of a family Will or Revocable Living Trust. Leaving a bequest through to your favorite Wesleyan ministry through your Will or Trust is probably the easiest way to create a Christian estate plan. But nearly 70% of us do not have these documents in place. If you would like to obtain a Will or Trust, please CLICK HERE to complete a request page for our Estate Planning Data Guide and get your plans started today. Thank you for taking the time to explore the benefits of gift planning and putting your plan in place.
To view a video on "Wills vs Trusts" click here.
Schedule An Estate Planning Workshop
Host "The Basics of Estate Planning" workshop at your church. Along with the information you gather at the workshop, you can schedule a free private consultation to start putting you plan into place. Call Stewardship Ministries at 800-627-2537 or CLICK HERE to send an email for more information on the workshop and scheduling.
To return to Stewardship Ministries' main page - click here.
| Personal Planner | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. More ... |
Benefits for Your Family and Ministries of The Wesleyan Church
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.
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
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.
Wayne Derr
Executive Director of
Stewardship Ministries |
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 derrw@wesleyan.org.
If you are a professional advisor, you may take the following steps on this site.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|
