Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Team will be very pleased to help you.

Gift Options

Donor Stories
Learn how others have made an impact through their giving to charitable organizations. Explore the many benefits of...
What to Give
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities, and property.
How to Give
Learn how to make a gift that provides tax benefits and even life income.
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.
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News

Personal Planner
In discussing your living trust with your attorney, there are several very important decisions for...
Savvy Living
What can you tell me about seasonal affective disorder? I have always disliked wintertime, but since...
Washington News
During December, the shopping season moves into high gear. Identity thieves are also "shopping for...
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For Advisors

Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends.
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format.
Case of the Week
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained...
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Private Letter Ruling
Organization is a tax-exempt private foundation. Organization proposed a set-aside program to build...
Article of the Month
In 2017, approximately 61% of households held an individual retirement account (IRA) or other...
Washington News
During December, the shopping season moves into high gear. Identity thieves are also "shopping...
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Stewardship a Biblical Worldview

The secular worldview and biblical worldview on stewardship are quite different. Check out our blog here and let?s help build the kingdom together.

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Copyright 2018 by Strategic Stewardship Partners

Securities offered through American Portfolios Financial Services Inc. member FINRA/SIPC. Investment advisor services offered through Family Capital Management, a Registered Investment Advisor. Family Capital Management and Paul Damon & Associates, Inc. are independent of American Portfolios Financial Services, Inc.

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (PFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgement prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of APFS or APA. Opinions expressed are those of the writer only.

© 2018 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
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