Articles & Online Resources from the "Appendices" of
Integrated Generosity for Faith Based Families

APPENDIX A - Recommended Reading and Online Resources
www.GenerousGiving.org
www.nationalchristian.com
www.waterstone.org
www.thegenerositytrust.org
www.giantsforgod.com
www.iamsecond.org
www.kingdomadvisors.org
www.mastersprogram.org
www.thebarnabasgroup.org
www.christianbiblereference.org/faq_money.htm
www.christianbiblereference.org/faq_TimeTalentsWealth.htm

APPENDIX B -Basic Estate Planning Blocking and Tackling for Estates of All Sizes

Estate Planning—An Introduction
Steps to Estate Planning Success
Estate Planning Pyramid
Estate Planning Key Numbers
Key Estate Planning Documents You Need
Planning for Incapacity
Leaving a Legacy
Advantages of Trusts
Conducting a Periodic Review of Your Estate Plan
Portability of Applicable Exclusion Amount between Spouses
Revocable Living Trust
Credit Shelter Trust
Qualified Terminable Interest Property Trust
Domestic Self-Settled Spendthrift Trust
Dynasty Trust
Lifetime (Noncharitable) Giving
Qualified Personal Residence Trust
Family Limited Partnership (FLP) or Family Limited Liability Company (FLLC)
Retained Income Trusts
Grantor Retained Annuity Trust (GRAT)
Life Insurance and Estate Planning / Estate Shrinkage
Comparison of Life Expectancy and Mortality
Irrevocable Life Insurance Trust (ILIT): A Wealth Replacement Trust
Asset Protection

APPENDIX C - Charitable Planning Tools to Maximize Lifetime Impact and Reduce Taxes

National Christian Foundation resources:

The Generous Family—A Guide for Nurturing Giving at Home https://www.nationalchristian.com/download/476
The Power of Asset Based Giving:https://www.nationalchristian.com/download/472
Use Your Business to Fund Ministry:https://www.nationalchristian.com/download/457
Maximize the Sale of Your Business:https://www.nationalchristian.com/download/599
The Generous Busniess—A Guide for Incorporating Giving at Work: https://www.nationalchristian.com/download/474
Comparison chart: Donor-Advised Fund, Private Foundation, and Supporting Organization:https://www.nationalchristian.com/download/520
The Giving Fund:https://www.nationalchristian.com/download/941
Supporting Organization:https://www.nationalchristian.com/download/470
Considering a Private Foundation:https://www.nationalchristian.com/download/598
Using Your Real Estate to Fund Ministry: https://www.nationalchristian.com/download/595
Give Stock, Save Taxes, Gov. More: https://www.nationalchristian.com/download/900

Articles on Charitable Planning:

Charitable Giving
Charitable Remainder Trust
Charitable Lead Trust
Donor-Advised Fund
The Best Property to Give to Charity
Life Insurance and Charitable Giving
Private Family Foundation

APPENDIX F - Capabilities, Capacities and Opportunities for Life Insurance Uses

Life Insurance Basics (Presentation)
Equity-Indexed Universal Life Insurance
Life Insurance Riders that Pay for Long-Term Care
Protecting Your Loved Ones with Life Insurance
Return of Premium Term Insurance—Reward for Living
Why I Don’t Want to Buy Life Insurance?

Content in above articles prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015