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A Legacy of Impact

Where faith meets action, we live on life’s Forward Edge. By putting your faith into action now and supporting Forward Edge’s mission in the future, you’re ensuring that generations of children will live out God’s purpose for their lives.

Year-end giving strategies

Tax-Wise Giving: Strategies to Maximize Your Support and Savings

During this free, approximately 20-minute event, Barnabas Foundation’s Cindi Riemersma will share tax-smart strategies to help you maximize your impact, streamline your giving, and support your favorite Kingdom causes (our shameless plug 😉).

Join our trusted partners at Barnabas Foundation for this FREE online event. While there’s no cost to attend, advanced registration is required.

Wednesday, November 6th, 2024

9 AM (Pacific)

Planned Giving

Planned gifts provide clever and impactful ways to support Forward Edge, often benefiting your family as well. By exploring these options, you can amplify your generosity in simple, flexible, cost-effective, and powerful ways.

Giving Stock, Real Estate or Other Assets

Most charitable gifts to Forward Edge are given in the form of cash because this is so familiar. However, this may not be the most cost-effective way for you to give.

You can increase your potential impact – and experience significant tax savings – by giving non-cash assets.

Examples of Non-Cash Assets

  • Stock or marketable securities
  • Real Estate
  • Business interests
  • Farm commodities
  • Life insurance
  • Retirement benefits, such as Gifts From Your IRA.

Benefits of Giving Non-Cash Assets

  • Tax-wise. Receive a fair market value deduction at the time of your gift and avoid tax liability on the sale of appreciated assets.
  • Eliminate hassles. Give assets you no longer need or want to manage (such as rental properties or vacation homes) for the benefit of Forward Edge.

Learn More

To learn more about giving non-cash assets or other smart and powerful giving options, call Nancy Hellmann at (360) 558-5894 or email nancyhellmann@forwardedge.org.

Request your free copy of “Gifts That Reduce Taxes: Stock, Real Estate, and Other Non-Cash Assets”.

Gifts From Your IRA

If you are 70 ½ or older, you can make a sizable gift from an individual retirement account (IRA) to Forward Edge AND reduce your taxable income.

Benefits of Giving From Your IRA

  • Convenient. An easy way to give to Forward Edge.
  • Tax-wise. Distributions made directly to charity are not treated as taxable income. This is advantageous even if you don’t itemize deductions on your tax returns!
  • Promises kept. Gifts from your IRA can be used to fulfill any charitable giving pledges previously made.
  • Impactful. Gifts are tax-free to Forward Edge. The entirety of your gift will go toward ministry!

Requirements of a Qualified Charitable Distribution

You can give from your IRA to ministry without any federal tax liability, as long as the gifts are qualified charitable distributions (QCDs). Distributions qualify for all or part of your required minimum distribution (RMD).

  • IRA holders must be age 70 ½ or older at the time of the gift.
  • Give up to $105,000* per year, per person.
  • Gifts must be outright gifts made directly to a charitable organization.
  • Distributions to donor-advised funds, charitable trusts or charitable gift annuities are not permissible.
  • Distributions may only be made from traditional IRAs or Roth IRAs; other retirement accounts are not eligible.
  • You can give a one-time qualified charitable distribution (or multiple QCDs within a single year) totaling no more than $53,000 to fund a life income gift.

*As of January 2024. Indexed for inflation annually.

Learn More

To learn more about giving from your IRA or other smart and powerful giving options, call Nancy Hellmann at (360) 558-5894 or email nancyhellmann@forwardedge.org.

 

Considering a tax-wise gift from your IRA? Request your free informational guide about Giving from Your IRA.

Gifts in a Will

When you give a gift (also known as a “bequest”) to Forward Edge in your will or trust, you model to your loved ones a legacy of generosity. You also help ensure that Forward Edge will continue to make a difference well beyond your lifetime.

Benefits of Gifts in a Will

  • Legacy. Extend the impact of your generosity well beyond your lifetime.
  • Availability. Retain access to your God-given resources for the remainder of your lifetime, or for as long as you need them.
  • Capacity. You can potentially make the largest gift you’ll ever have the ability to give.

Learn More

To learn more about making a gift through your will or other smart and powerful giving options, call Nancy Hellmann at (360) 558-5894 or email nancyhellmann@forwardedge.org.

 

Considering putting Forward Edge in your will? Download our free guide to help you.

Gifts That Pay You Income

A lifetime income gift – such as a charitable gift annuity or charitable remainder trust – is a wonderful solution if you wish to give to Forward Edge in a substantial way, but are concerned about having enough retirement income.

You can give cash or other property, and receive steady income for the rest of your life. The remainder will benefit Forward Edge.

Benefits of Lifetime Income Gifts

  • Win-win. Support Forward Edge while securing income payments for life or a designated number of years.
  • Eliminate hassles. Give assets you no longer need or care to manage (such as rental property or vacation homes) to benefit God’s Kingdom.
  • Tax-wise. Receive an immediate income tax deduction at the time of your gift and reduce capital gains tax when funding your gift with appreciated assets.

Learn More

To learn more about gifts that pay you income or other smart and powerful giving options, call Nancy Hellmann at (360) 558-5894 or email nancyhellmann@forwardedge.org.

 

Is a lifetime income gift the right giving option for you? Request your free informational guide about Gifts that Pay Income.

Donor-Advised Fund

Donor-advised funds provide you with a simple, flexible and tax-efficient giving opportunity. Receive an immediate tax deduction when you deposit cash or proceeds from appreciated assets into a single charitable giving account. Then, recommend grants be made to Forward Edge and your other favorite charities at a time that works best for you.

Through Forward Edge’s membership with Barnabas Foundation, you have complimentary access to the “Stewards Fund,” a donor-advised fund that reflects your biblical values.

Benefits of Using the Stewards Fund

  • Receive an immediate tax deduction at the time you make a gift into the Stewards Fund. Then, at a time that works best for you, advise Barnabas Foundation how you wish your gifts to be distributed to Forward Edge and other ministries close to your heart.
  • Flexibility. Grants can be requested at any time of the day using Barnabas Foundation’s convenient online grant system. You may choose to give in one-time or recurring increments, and you may choose to designate your gift to meet specific organizational needs at Forward Edge.
  • Simplify your giving and record-keeping by making all gifts of cash, stocks or appreciated assets from a single account.
  • You can choose to make any or all grants to Forward Edge anonymously.
  • Benefit from the knowledge and expertise of Barnabas Foundation staff who will manage and liquidate your non-cash asset gifts.
  • Cost-effective. Many families choose to use their Stewards Fund account as a cost-effective alternative to establishing a private foundation.

Learn More

To learn more about setting up a Stewards Fund account or other smart and powerful giving options, call Nancy Hellmann at (360) 558-5894 or email nancyhellmann@forwardedge.org.

Giving Cryptocurrency

Convert virtual investments into real, tax-wise Kingdom impact by giving cryptocurrency to Forward Edge!

Are you among the growing number of Christians who have experienced fruitful investments in Bitcoin, Ethereum or other cryptocurrency? You have a smart and powerful way to give in a substantial way AND reduce your taxes!

Cryptocurrency is subject to capital gains tax. The more it grows in value, the more you will owe when you sell it.

When, however, you give bitcoin or other cryptocurrency, you’ll receive an immediate charitable deduction at the time of your gift. You will also avoid the tax bill you would have faced at the time of sale.

BENEFITS OF GIVING CRYPTO

  • Tax-wise. Receive a fair market tax deduction and eliminate any taxes that you would have owed on the sale. Fair market is determined by a qualified appraisal.
  • Convenient. Give in a substantial way without affecting your cash flow.
  • Impactful. Because charities are exempt from income taxes, the entirety of your gift will go to ministry!

LEARN MORE

To learn more about giving crypto or other smart and powerful giving options, call Nancy Hellmann at (360) 558-5894 or email nancyhellmann@forwardedge.org.

Request our free copy of, “Giving Cryptocurrency to Forward Edge”.

Barnabas Foundation

Our Trusted Ministry Partner for Planned Giving

Forward Edge partners with Barnabas Foundation to offer our supporters complimentary planning services and assistance with complex gifts. 

Since 1976, Barnabas Foundation has helped thousands of individuals and families give more effectively to the ministries close to their hearts.

Barnabas Foundation will help you…

  • Identify the best giving options available to you, in a way that is clear and easy to understand.
  • Ensure your will reflects your personal and charitable goals.
  • Give stock, real estate or other non-cash gifts while reducing your taxes.
  • Make gifts that provide you and your family with income for life.
  • Streamline and simplify the process of giving to multiple ministries.

Learn More

To learn more about the services available to you through Forward Edge’s membership with Barnabas Foundation, call Nancy Hellmann at (360) 558-5894 or visit BarnabasFoundation.org.

Contact Nancy

Learn how you can multiply the impact of your generosity in smart and powerful ways. Call Nancy Hellmann at (360) 558-5894, email nancyhellmann@forwardedge.org, or use the contact form below.