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Gift Planning Scenarios

There are several types of plans available. Many of these have wonderful benefits including increased income and generous tax savings. The stories below provide excellent information to assist you in making wise stewardship decisions.  Simply click on the picture and you can view each story.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with TWR. More on Easy IRA Gift >>.


Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, TWR 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 >>.


Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.


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

Thanks very much for visiting our legacy site! I would be delighted to assist you in any way possible. Simply click here to email me at your convenience.
Ralf Stores
U.S. Director of Ministry Partnerships


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 rstores@twr.org.

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





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