Creatived Giving – PART 6 – The Donor Advised Fund Continued

09/20/2013Posted in Christianity, Bible, Biblical Wealth Management, Bible Verses, Giving, Charitable Giving, Charitable Trust, Wealth Management, Creative Giving, Charitable Gift Annuity, Tax Deductions, Blogs, Finance, Taxes

THE DONOR ADVISED FUND Last week I introduced a tool for leaving a financial legacy called a donor advised fund. I also shared three scenarios where a solution for leaving a financial legacy was needed. In all three of these scenarios, a donor advised fund may be used to more efficiently accomplish short and long […]

5th Principle of Biblical Wealth Management: Financial Planning Part I

04/19/2013Posted in Estate Planning, Finance, Wealth Management, Christianity, Biblical Wealth Management, Bible Verses, Giving, Charitable Giving, Charitable Trust, Christian Estate Planning, Blogs

If you ask ten different people what financial planning is, you may very well get ten different answers. That’s because financial planning is very complex and covers many diverse areas. From my 29 years of experience here are 12 different areas of financial planning I personally see on a daily basis that need addressing. I […]