|
Welcome to Amazing Facts Planned Giving
Thank you for your interest in Amazing Facts. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Amazing Facts who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
 BREAKING NEWS---
NEW LAW BENEFITS DONOR & AMAZING FACTS
New Legislation makes it easier to donate money to charity from IRAs. If you are 70½ or older you are now permitted to roll over amounts from the IRA to Amazing Facts without incurring any increased income or paying any added tax. If you would like more information visit our donor stories page. Please e-mail us or call 1-800-436-2695 ext.3005 or 3029
| Personal Planner | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ... |
Benefits For Family and Amazing Facts
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Dan Storkamp
Director, Planned Giving |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
|
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact dans@amazingfacts.org.
If you are a professional advisor, you may take the following steps on this site.
|
