FREE, NO-OBLIGATION FINANCIAL AND ESTATE PLANNING SEMINARS
The Foundation conducts estate and financial planning seminars for South Carolina church groups and associational ministries! These sessions are informative, enjoyable, and customized to your group’s time and subject requirements. Whether you need a short program for your monthly senior adult or other special meeting, an overview for your Finance Committee, a pulpit filler, or a multiple session workshop, the Foundation’s professional staff provides up-to-date educational presentations that emphasize Christian financial principles.
Seminars are conducted at YOUR church (or location you desire) at a date and time convenient to YOUR group. There is NO cost and NO obligation to use the Foundation’s services. In fact, when discussing financial matters, the Foundation staff will always promote ways to give to YOUR church or ministry. The Foundation will even provide customized brochures or promotional materials to help you promote your seminar! To schedule a seminar, complete the form at the bottom of this page!
Seminar topics include (but are not limited to):
Wills, Trusts, and Grandmas China – Surveys indicate that approximately 70% of Americans do not have an up-to-date Last Will and Testament. Anyone (old and young alike) who owns property needs a Will. If you don’t have a Will, the State will decide how to divide YOUR assets and it might not be how YOU would have wished. Learn how to execute a Will and what important legal and tax information to consider when planning your estate.
Your Estate Planning Bucket List – This fun and interactive seminar discusses those essential things that every individual needs to include in their “bucket list” to prepare for family and financial matters before they pass away.
Getting Your House In Order – When an individual becomes ill and eventually passes away, there are so many decisions to be made, from life sustaining issues to handling finances to eventual distribution of assets. This seminar discusses those things that you can do now to reduce the burden of decision-making on family members.
Maximizing Your Ministry’s Finances – This is a great seminar for church or associational finance or stewardship committee members! Learn about options available for managing your church’s or ministry’s existing dollars to handle everyday expenses while maximizing growth for future ministry projects. Receive creative ideas to locate additional funding dollars for your church ministry.
Giving . . . Opportunities for Service – Giving is an opportunity to serve God through your commitment of financial resources to further Kingdom work here on Earth. Many individuals want to provide for their church or other ministry, but don’t feel they have the resources to commit to the cause. Learn about some creative giving methods – from endowments, giving through your Will, giving through life insurance, alternative giving sources (such as stocks or real property) or planned giving through trusts.
Obtaining Life Income Through Charitable Giving – Charitable living trusts are excellent vehicles for providing life income while meeting charitable goals and providing tax advantages as well! Learn how appreciated assets (real estate, stocks, bonds, etc.) that you have in your possession could be used to provide income for the rest of your life as well as provide charitable tax deductions as you make future provision for your church or other ministry that you choose.
If you’re interested in one of the above topics or a customized seminar for your group or organization, complete the Seminar Request Form below and a Foundation staff member will be contacting you within three business days to finalize the details!