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>Basic Estate Planning Seminars
>Advanced Estate Planning Seminar
>Endowed Fund Management
>Church Family Charitable Gift Planning
>Biblical Stewardship Training
Basic
Estate Planning Seminars
With representatives in several regions across the United
States, we can offer a low-cost, on-site seminar as well
as the opportunity for one-on-one meetings with a
representative in the days following the seminar. Each
attendee/couple receives a packet of free information
and forms to help them get started. There is no cost or
obligation to the attendees for the seminar or
confidential meetings. Most of our Ministry Advance
Foundation estate designers are available to preach on
Sunday or speak to small groups or Sunday school classes
to promote the seminar.
Our representatives are cost conscious and ask only that
travel, food, lodging and some photocopying costs be
covered by the host church.
The subjects covered in the seminar are:
•Discovering God’s plan of stewardship for your estate
•Why estate planning is more than having a will
•How to complete your estate plan
•Health care documents
•How to work most effectively with your attorney
•Federal estate tax ramifications
•What probate is and how it affects your estate
•Revocable living trusts
•Appointing a guardian for minor children
•How to reduce the costs of estate settlement
•Using your will to pass on Christian values to
the next generation
•Remembering the Lord’s work in your estate plan
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Advanced Estate Planning
Seminar
The Advanced Seminar, ”How
a Charitable Trust Can Make Taxes Optional,”
is designed for families who the pastor and church
leaders believe are faced with estate or capital gains
taxes.
It is likely that these families are aware that some of
their estate or property proceeds will be taxed, and
while they may already have tax and/or legal counsel,
they may never have heard how charitable trusts can
avoid nearly all estate and capital gains tax
consequences.
The seminar is promoted through personal invitation from
the pastor, church leaders, and/or a few businessmen to
their friendship network, and is usually held in
conjunction with breakfast or lunch in a private room in
a restaurant, golf or athletic club, or hotel or motel.
Attendance, even in large churches, is usually between
10 and 40 people.
The major focus of the seminar is use of charitable
trusts to divert dollars from the IRS into the work of
charitable organizations that people believe in and
trust. The goal is to provide a way to redirect every
estate and capital gains tax dollar to charities of
choice.
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Endowed
Fund Management
Some churches are receiving bequests of endowed funds to
provide permanent support for specific programs of their
local church and other Christian agencies. In some cases
the bequest language specifies that the fund shall be
managed by an outside agency, in other cases no such
requirement is specified.
Ministry Advance Foundation provides endowed fund
management services for local churches and other
agencies. MAF utilizes the services of ING National
Trust to help provide professional asset management
services. Four different investment strategies, ranging
from to very conservative to more aggressive, are
offered.
Because of our mission, we believe our responsibility
goes beyond top quality asset management and includes
personal services to church leaders, including endowment
policy, expenditure planning and informational
assistance.
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Church
Family Charitable Gift Planning
Ministry Advance Foundation will:
•Provide trustworthy Christian guidance by trained estate
designers to help members “walk through” the process
of setting up and completing estate plans.
•Help parishioners make the most of the expensive, yet
essential, time an attorney spends preparing wills and
other estate documents.
•Answer questions, provide useful data-organizing forms and
provide reports on various options as needed.
•Assist in promoting the seminar by speaking in church on
Sunday, or to small groups or Sunday School classes, and
by providing the hosting church with printed materials
to encourage attendance.
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Biblical Stewardship Training
The image of the biblical steward has fallen on hard
times in modern American society. The word and concept
are often reduced to money and giving. The modern words
“caretaker,” “manager,” “custodian,”
“ambassador,” “agent” and “guardian” simply
fail to deliver the full meaning of the biblical word
“steward.” Stewardship, at the core, is not sharing
our money with others; it is sharing the resources of
another (God) with those who will make good use of it.
Stewardship is a much bigger concept than money. Psalm
24:1 teaches that the earth and everything in it belong
to God. What is the implication of that profound fact?
The relational concept of stewardship is well developed
in Genesis 24 through the relationship of Abraham with
his steward in the selection of a wife for Isaac. If God
owns everything and we are His stewards, caring for
creation and all that has been entrusted to each of us
by Him, then what is expected of us?
In estate planning the basic question seldom considered
or prayed over is, “What is God’s plan of
stewardship for my/our estate?” Most Christians never
think to pray about their estate plan even though it may
be the single largest financial decision most ever make.
Each seminar led by MAF estate designers begins with a
meaningful discussion of what the implications of being
a good steward are in relation to planning our estates.
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