IRA Charitable Rollover Gift Opportunity Extended

Give a tax-free gift from your IRA to ministries you care about. If you or someone you know is age 70 ½ or older, this opportunity may be right for you.

The Tax Extenders and Alternative Minimum Tax Relief Act of 2008 include an excellent charitable planning opportunity for both 2008 and 2009. The rollover guidelines are:

• Gifts are tax-free up to $100,000 per year 
• IRA holder must be age 70 1/2 or older 
• This opportunity applies to 2008 and 2009 only 
• Gifts qualify for all or part of required minimum distributions
• Gifts must be directly made to a charity
• Gifts may only be made from traditional IRAs and Roth IRA

Fact Sheet  |  Bailout Act Summary  |  Example  |  Video

Henry Doorn Jr.

The heart of what God has called Barnabas Foundation to do over the past three decades has been to help Christians express biblical values to their families and the ministries that are important to them through their estate plans.

Our desire is to provide fresh perspectives and helpful tools for Christians as they consider the values they want to communicate to the next generation. We are on a stewardship journey and we have the responsibility to invite our children and youth to join us on the way. We know the delight that faithful stewardship practice brings is reason enough to continue the journey.

On behalf of the staff here at Barnabas Foundation, let me say that it is a God-given honor to walk this journey with you.

Serving the Lord with you,

Henry Doorn, Jr.

We are pleased to announce the appointment of Amy Bakker Baty as Director of Planned Giving Services for Barnabas Foundation. Since joining our ministry in February 2006, Amy has demonstrated outstanding legal and planning skills, as well as organizational leadership. Her 17 years of private practice experience and track record of quality service at Barnabas Foundation, combined with her Christian commitment, positions Amy to be an effective leader of the Barnabas Foundation Planned Giving Services team.

Amy is a graduate of Grand Valley State University, Grand Rapids, MI, with a Bachelors of Business Administration degree and University of Illinois College of Law with a Juris Doctorate. Prior to joining Barnabas Foundation, she was a partner in the firm of McNeil, Karafa, Baty and Sanders, LLP, Grand Haven, MI where she focused her practice on estate planning and probate administration.

Amy will continue to reside in Michigan and apportion her time between Barnabas Foundation’s main office in Tinley Park, IL and its Grand Rapids, MI office. 

Thank you for partnering with other Christians and Barnabas Foundation to provide such substantial support for kingdom causes. God has certainly blessed our ministry of serving Christian stewards like you over the past 30 years. [more]

We feel honored to help you plan effectively and give tax-efficiently to the ministries that are close to your hearts. We also appreciate the fact that you share, with your friends and family, how helpful we have been to you as you seek to live out God’s plan for your lives and the gifts He has given you to manage.

Here’s what God has accomplished in 30 years through you and other Christian stewards who have used the services of Barnabas Foundation.

• Estate Plan Activity – In the last year, over 300 analyses were prepared with charitable intent of approximately $92 million.

• Estate Plan Completions – In the last year, $62 million in estate plan completions; this is our largest year ever. All-time completions are now at $955 million.

• Stewards Fund – Since 1990, you have gifted over $245 million to this fund and nearly $175 million has been sent out to the ministries and other charities close to your hearts.

This seems like an appropriate time to say thank you. Together we continue to experience the true joy of generosity!