For Individuals & Families | Faithful Journey Foundation

Bless + Protect

The Faithful Journey Foundation exists to help enhance your family’s legacy. You’ve worked hard to steward the Lord’s resources over many years. As you plan for your financial and spiritual legacy, blessing your church and charities that share your values is an essential component to finishing well.

“A good man leaves an inheritance to his children’s children.” (Proverbs 13:22, ESV)

Tax-Wise Giving Strategies

Although there are many giving strategies that can enhance your charitable legacy, here are some that particularly benefit from the Faithful Journey Foundation’s management and insight:

Donor Advised Fund: With the passage of the SECURE Act, the “stretch” IRA is no longer available for your heirs. For those hoping to leave a legacy of giving and reduce death taxes, naming a Donor Advised Fund as a beneficiary of your IRA is a great option. This strategy will not only eliminate all the potential taxes due upon the disbursement of your IRA assets, but it will create a tax-free donation pool that can influence future generations by bringing them together to determine which charities to bless.

Charitable Remainder Trust: A charitable remainder trust is a “split interest” giving vehicle that allows you to receive an income for life, support charity at your death, and gain tax benefits today. Contributions to the trust are eligible for a partial tax deduction and escape up-front taxes on gains upon sale within the trust.

Non-Cash Gifts: By donating long-term, appreciated assets such as stocks, real estate, and business interests before a sale, you can reduce taxes on the portion you keep and make an even bigger charitable impact.

A Smarter Way to Give

You may dream of giving more to the charities you love, but it often seems out of reach. With non-cash giving, it’s possible. By transferring part or all of your asset to the Faithful Journey Foundation before the sale, you eliminate the initial tax hit that normally accompanies such a sale. After the transfer, we liquidate the asset at the right time. The net proceeds are used to bless causes you love.

Double Tax Benefit
Tax Avoidance
Tax Deduction
= Less Taxes + More to Charity

Assets You Can Give

Appreciated Securities: Stocks, Bonds, ETFs, Mutual Funds
Business Interests: Ownership in closely held businesses, LPs, LLCs, S-Corps
Personal Property: Royalties, Copyrights, Patents, Precious Metals
Real Estate: Land, Houses, Other Property
Restricted Securities: Publicly Traded Securities that may have sale restrictions
Life Insurance: Whole, Universal, Variable

Your Family’s Legacy: More than Money

Passion

Sharing your passion for the causes you value is about more than a line item in your will.

Opportunity

You can and should seize the opportunity to help future generations understand your decision-making process.

Inspiration

Inspiring the next generation can impact the future for good, as you seek to benefit the causes close to your heart.