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?

One way is 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.

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 (in the left menu items) 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.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built and sold her home. 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. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. More on The Retirement Unitrust >>.

Generous IRA Gift
Jerry is a fireman who loves the Lord. Recently, his church shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

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.