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Gift & Estate Planning

Stewarding the Giver and the Gift
Welcome to Focus on the Family
Gift & Estate Planning

Thank you for your interest in Focus on the Family. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Focus who are utilizing our services. Thank you for taking the time to explore the benefits of gift planning.


Benefits for both you and Focus on the Family

There are several types of giving plans. Many of these have wonderful benefits for the gift donors, such as increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Higher Returns Through Gift Annuities
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Higher Returns Through Gift Annuities >>.


Capital Gains Tax Bypassed by Gifting Securities
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 by Gifting Securities >>.


Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Focus on the Family. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.


Funding a Gift Annuity with Stock
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 Funding a Gift Annuity with Stock >>.


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.


Royce Bervig
Senior Manager		 Thanks very much for visiting us! 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 giftplanning@fotf.org.

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


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