Legacy Services

You are Here: Home > Give > Kirk Legacy Services

Biblical Legacy at the Kirk

The Biblical doctrine of legacy defines a man's relationship to God. It identifies God as owner and man as manager. God makes man His co-worker in administering all aspects of his life. The apostle Paul explains it best by saying, "For we are God's fellow workers; you are God's field, God's building" (1 Corinthians 3:9).

Kirk Legacy Services was created to provide God's people with the opportunity to plan for their future of their heirs. Kirk Legacy Services will provide helpful information in regard to faith and finances, answer questions regarding wills and trusts and other charitable giving opportunities, and be a resource to those who want to build a balanced, Biblical financial future.

The Kirk is dependent on the financial support of its members and friends, and Kirk Legacy Services exists to provide free resources to its members through current estate document review, estate document planning, and educational resources. Think of this service as a free "second opinion" if you have already created an estate plan or use it for the first time to find out how it can benefit you, your family, and your finances. There is NO charge for the services.

Kirk Legacy Services will host a seminar on Wednesday, November 16th at 6:30 p.m. in the Upper Room.

Kirk Legacy Services provides workshops to answer to questions about wills, trusts and other charitable giving opportunities, ways to relate our faith & finances. See what others who have attended a workshop are saying:

Wayne Hardy:
Lynette and I attended Legacy Services and received a lot of useful information. Mark Loeber is a gifted communicator and will be able to be a great help to those of us that need to get our financial future in order. Mark loves Christ and his emphasis reflects his desire for all of us to live in obedience to our Lord. What a wonderful opportunity to also insure the Kirk's ministry for future generations.

Sarah Welch:
The seminar raised our awareness level of how to best plan for a secure future - invaluable!!!

Jim Carey:
Mark Loeber was engaging, knowledgeable, and entertaining. His explanations were in terms that didn’t require extensive previous understanding of the subject matter. He approached his topic from a Biblical point of view.

He opened our eyes to some planning considerations that were new to us. He gave some practical examples and listed specific financial documents that could be important to individuals and to their heirs.

We are most grateful to the Kirk for providing access to Mark’s expertise!

Opportunities to Give

Gifts through your estate are sometimes the easiest ways to give, but also take planning to make sure the gifts are used for what you intend them for.

These types of gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and are gifted to charity upon your death.

A misconception is that giving through your estate is only for the "wealthy". The truth is, even people of modest means can make a difference through planning.

Resources

Please click on the links below to find out more information on the types of gifts that are possible as a result of the planning process:

General Planned Giving Brochure
Wills and Trusts Brochure
Taxes and Your IRA Brochure
Charitable Gift Annuities Brochure
Donor Data Sheet for The Kirk - This worksheet (pdf) will help you organize your finances and provide information for the Kirk Legacy Services on how they can help you. If you have any questions in regard to the information sheet, please contact Kirk Legacy Services.

For more information, contact Mark Loeber.

The following chart provides financial vehicles with which donations can be made to The Kirk. A financial advisor can offer guidance in referring a tool that is appropriate your situation.

*PLANNING TOOL*	*WHAT IS IT?*	*YOUR BENEFITS*
*Will*	A legal document outlining how you want your assets distributed when you die.	Selects guardians for your children Directs assets to beneficiaries
*Revocable Living Trust*	A trust that holds property for your benefit and then avoids probate at your death.	Avoids guardianship for disability Avoids probate Directs assets to beneficiaries Provides estate tax savings Provides for disabled children Controls timing and amount of distribution to beneficiaries
*Charitable Gift Annuity*	A contract in which a charity pays you income payments based upon your age and the amount of your gift.	Increases current income Creates income tax deduction Saves capital gains tax
*Charitable Remainder Trust*	A trust that pays you income before charity receives the remainder.	Increases current income Creates income tax deduction Avoids capital gains tax Eliminates income tax on retirement plans at death
*Charitable Lead Trust*	A trust that pays charity an income before you or your heirs receive the remainder.	Creates income tax deduction Eliminates federal estate tax
*Life Estate*	A gift of real estate that allows you to keep the rights of ownership; the property is distributed to charity at your death.	Creates income tax deduction Retain your right to live in the property during your life
*Outright Gifts of Assets*	Any gift given to charity such as cash, stocks, bonds, real estate, art, antiques, or life insurance.	Creates income tax deduction Eliminates capital gains tax Eliminates estate tax Tailors gifts to charity’s current needs

This information is not intended as legal, tax or accounting advice. For tax advice, please consult your financial professional.

- Give

Share this