by Rusty Lewis | May 19, 2014 | Legacy Giving
It was 2001 when Andrea and I first revised our wills and created a basic estate plan. At that time, we were doing what every young parent should do—put a will in place so that we could determine what would happen to our children and our belongings upon our deaths. If...
by Rusty Lewis | May 1, 2014 | Legacy Giving
He sat quietly at a side table; dignified salt and pepper hair. Conversation buzzed around him. The discussion in the room centered around the success of a recent generosity initiative. The next step involved planning appropriate follow-up strategies for the...
by Rusty Lewis | Apr 23, 2014 | Legacy Giving
How often does the topic of legacy giving come up at your church? Once a quarter? Twice a year? Better yet, what is legacy giving? Legacy giving involves a “deferred gift.” It is a gift one decides to give at a future date, either years from now or at death. It is a...
by Rusty Lewis | Nov 12, 2012 | Legacy Giving
Recently I had the opportunity to connect with Rob Kuck of Philanthrocorp. We discussed some of the changes that are coming in tax law if the looming “fiscal cliff” isn’t resolved by December 31. Several options are being discussed, including one...