Planned Giving Home
Donor Stories
Wills Presentation
Create Your Plan
Meet the Staff
Finance News
Reading Room
Donor eNewsletter
Professional Advisors
Tax News
Calculator
Tax References
Advisor eNewsletter

 

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




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.



Bequests
Joe and Anna have been faithful supporters of Amazing Facts. They believe it is important to support and encourage the Amazing Facts mission. More on Bequests >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


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 >>.


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.







© Copyright 1999-2010 Crescendo Interactive, Inc.
Terms Of Use   |   Privacy Statement                                     by Amazing Facts   |