PHILANTHROCORP

1
PHILANTHROCORP
Americas Planned Giving SolutionSM
2
XYZ Charity Estate Planning Services
now offers
3

• Whether you are young,
• old, rich
• or just comfortable,

you have an estate.
4
It includes your

• Home

• Business

• Savings

• Retirement Plans

• Life Insurance Proceeds

• Personal items accumulated as a
• result of your labor and Gods
• blessings

5

• How you choose to steward
• the resources God has entrusted to
• you matters a great deal
• to the One who owns it all.

the world is mine, and all that is in it.
Psalm 5012b
6

• It is important to use your estate
• assets to their fullest potential
• for your family and for His glory.

Moreover it is required in stewards that one be
found faithful.
-1 Corinthians 42
7
A Proper Estate Plan Should

• Express Gods plan of stewardship

• Provide for all financial and guardianship needs
  for dependents

• Transfer the assets God has entrusted
• you to individual and charitable
• beneficiaries

• Transfer your estate in a tax efficient
• manner with the least possible amount
• of heartache, cost or delay

8
XYZ Charity
would like to help
9
Consider this

• It is estimated that more than 70 of
  Americans do not have a current will.

Yet for most Americans, 91 of their net worth
is in ASSETS versus the 9 in CASH.
10
Consider this

• Without an estate plan in place,
• you have no voice
• in the distribution of these assets.

They will be distributed by probate court in
accordance with the laws of your state.
11
But You Do Have a Voice
12
3 Ultimate Destinations

• Whether your estate
  is modest or substantial, you have 3 choices
  when it comes to where you direct
  assets at death.

• Loved Ones

• Ministries Having Kingdom Impact

• The I.R.S.

13
We recognize that designing your estate
can be a very personal and complicated process.
Our desire is to take this complex process and
simplify it for you.
14
XYZ Charity, in conjunction
with PhilanthroCorp (Christ-centered estate
planning firm), have a program in place that
will assist you in this important endeavor.
15
To learn more

• Please visit our website at
• www.xyzcharity.com
• click on
• link name to planned giving pages
• and complete the
• Estate Plan Organizer

16
Other Services Provided
17

• Charitable Gift Annuities
• Gift of Retirement Plans
• Gift of Stocks/Mutual Fund Shares
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Business Sale Charitable Planning

18
We hope you find this service a blessing to you
and your family
19
PHILANTHROCORP
Americas Planned Giving SolutionSM