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Welcome to Back to the Bible Foundation
Planned Giving
Hello and welcome! Something I've learned over the years is using the right tool for the job makes the work easier and more productive. When Linda and I recently felt it was time to review our living trust, the place we turned for help was the Back to the Bible Foundation. We found the right tools and the right people, people who wanted to listen and help. Linda and I pray that the stories you are about to read will stir your thinking and prompt you to increase the impact you can make through financial stewardship. - Woodrow Kroll



Benefits for Family and Back to the Bible Foundation

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.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.


Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Back to the Bible Foundation. More on Easy IRA Gift >>.


Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.


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.


Matt Poe
Vice President
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.
Steven Pomajzl
President


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 mattp@backtothebible.org.

If you are a professional advisor, you may take the following steps on this site.







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