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Estate Plan
A Planning Checklist
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Hidden Double Tax
Meet the Staff
Why use Barnabas?
Talk to the Family
What About . . .
IRS Rules
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Using Barnabas as a giving channel
Gift Management
Why Should I Use the Barnabas Foundation?
For over 30 years, Barnabas Foundation has been advancing God's kingdom by providing quality planned giving and estate planning services. We help caring Christians strengthen support for the charities which are important to them.
How We Work With Donors - A Unique Perspective
<!-- Alternate content for non-supporting browsers --> <br><b>We are committed to the principles of Christian Stewardship. </b><ul>Every discussion of the use of God's resources is based upon recognition that God owns it all. It is our responsibility to act as God's stewards with the management of His gifts to us.</ul> <b>We work to help Christians accomplish their estate planning goals. </b><ul> This means that income needs and requirements are considered in each plan. Attorneys who are knowledgeable in charitable giving benefits as well as estate plans, facilitate the process.</ul> <b>We assure complete confidentiality in the planning process. </b><ul> People feel secure in providing us with necessary information to develop an estate plan because the planning is objective and independent, and all information is confidential. Financial details and family situations are not disclosed to any organization.</ul> <b>We do not sell or encourage any particular financial or investment products. </b><ul> Nor do we refer people or companies offering investment products.</ul> <b>Ourplanning services are provided free. </b><ul> We provide our services free of charge and with no obligation, thanks to the annual contributions made by the foundation's 200 Christian member organizations.</ul> <b>We do not ask for any gifts. </b><ul> No gifts to Barnabas Foundation are either solicited or encouraged. You can be assured that we do no fund raising for ourselves or other organizations as part of the planning process.</ul> <b>We offer Stewardship Education and Development to churches through a program known as FirstFruits. </b><ul> Used by churches and Christian organizations, FirstFruits provides speakers and other resources. Its purpose is to advance the understanding of stewardship as an essential part of a Christian lifestyle. </ul>
What We Offer Donors - Experience And Expertise
<!-- Alternate content for non-supporting browsers --> <br><b> Clear and easy-to-understand planning information.</b> <ul> We know this is especially important if you're making your first Will. It's also critical to the review and update of an existing Will. </ul> <b>Answers to your specific questions.</b><ul> You probably have questions about Wills, Trusts and estate taxes. You are interested in learning more about planning options for your own particular family situation. </ul> <b>Estate planning visits.</b><ul> During this meeting, your family's total situation and requirements are evaluated. This may result in your first estate plan or may revamp an existing one. It may be as complex as formulating a new approach to meet unusual needs and goals and to eliminate unnecessary taxes. </ul> <b>Estate planning expertise. </b><ul> Our experience and knowledge may help you save taxes, minimize family disputes, or protect elderly parents. It may help you provide for a disabled family member, transfer a family farm or business, or avoid probate expenses and delay. </ul> <b>Computer calculations for charitable gifts. </b><ul> We provide <a href="http://www.giftlaw.com/glcalc.jsp?WebID=GL1999-0123"> <b>gift calculators</b></a> and other resources to local attorneys and others involved in estate planning. Our desire is to help assure that the goals of Christian donors are fully and accurately achieved at the lowest possible cost. </ul> <b>Competent local Christian attorney referral choices. </b><ul> If a donor does not have an attorney and desires one with similar values, we will try to assist. </ul> <b>Informative Estate Planning Presentations. </b><ul> We make presentations to groups associated with local churches, Christian schools and other Christian organizations. Content varies from that of interest to general audiences to presentations customized for special groups. </ul>
18601 North Creek Drive, Suite B, Tinley Park, IL 60477-6238
Ph.708.532.3444 | Toll Free 888.448.3040 | Fx.708.532.1217 |
info@barnabasfoundation.com
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