Taking the Next Step with Confidence

In their senior years, many people of faith ask the question: In this season of our lives, how can we be the best stewards of the resources we have been blessed to accumulate? How can we give now and after we’ve gone?

Finances and family dynamics can be complex, often creating challenging decisions for those seeking to care for loved ones while also supporting the ministries they value.

‒ How much of our estate should we contribute to ministries we care about?

‒ Are there beneficial tax provisions we should consider?

‒ Are there particular assets or funds from which we should give a legacy gift?

‒ How can we give legacy gifts that affirm our family’s values in ways that our children will appreciate and share?

Gary and Carol Burge were both working through these questions. As a New Testament scholar and author (Gary) and a Spiritual Director (Carol), they wanted to navigate the way forward in positive, life-giving ways. However, they knew they didn’t have the tools they needed to answer questions like these with confidence.

Gary and Carol found the assistance they wanted through Barnabas Foundation, ICCF’s philanthropic partner. At no cost, they talked confidentially with Lindsay Canan, a Barnabas Planning Director, who gave them good advice and recommended a local, experienced estate attorney they could retain to implement their wishes. Their experience reflects how ICCF’s trusted partner, Barnabas Foundation, provides confidential, third-party guidance to help donors navigate complex financial and charitable decisions.

To learn more about including ICCF Community Homes in your will or trust, visit iccf.org/ planned-gifts or contact Hank Kroondyk, ICCF Planned Giving Specialist at hkroondyk@iccf. org.

“We didn’t begin thinking about charitable giving until we were in our late 60’s. Our trust was in place, but we realized that it would no longer implement what we desired. Now, after talking with Barnabas Foundation, our estate can accomplish the things we want. We have plans to provide for our family and have a list of non-profits, including ICCF, who share our values. Expert advisors understood us and helped us along the way.”  Gary and Carol Burge