Planned Giving Home

10-Talent Believers
Becoming even better stewards of what the Lord puts into our hands

How can you become an even better steward?

Primarily, by avoiding what would normally be lost in taxes. Using laws approved by Congress, an increasing number of people are learning how to do this.

On this website, you can see in private how any gifting strategy might work for you. No one will see what you do. We track only the number of visits to our website, not the identity of our visitors. So play around with it.

You can get a personalized, computer-drafted will -- at no cost.
See how a Gift Annuity or other plan could give you a tax deduction and also increase your income.
It may sound impossible, but you can give a gift of the same asset--twice! (Both to your family and to further the spread of the Gospel.)
Without denying your heirs a single dollar you can also leave a Legacy that will perpetuate your church and the ministries you endorse.

Planning is a matter of being informed, creative, and open minded. So look around and see which ideas might apply for you.

Also, click on the button to get the free weekly eNewsletter. In your email, you will see what others have done resulting in benefits that might surprise you.

Finally, if you have questions or would like help with a specific idea, click on the link next to my picture at the bottom of this page and you'll get my email address. Or, call if you prefer. To learn more about me, click on the Meet Harold Metzel tab in the menu list.

That's it. Have fun!

Which Plan Works Best?

The "right" plan depends on each person's individual situation. Here you can review several strategies others have used. Many of these have wonderful benefits for the donor as well as for the church. Families may enjoy increased income and generous tax savings. Click on the pictures to view each story. If you'd like to see additional ideas, click on the Donor Stories tab on the left.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Property Turns Into Income
Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many families and churches impacted by the Lord's work. They wanted to create a legacy to provide future support. More on A Bequest to Further Good Work >>.

IRA Rollover Gifts

To learn more about IRA Rollover Gifts, click the Launch button.

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.

Harold A. Metzel

Thanks very much for visiting me! 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 hmetzel@centurytel.net.

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