Are you leading a nonprofit?


Let’s partner together to build a healthy planned-giving program. Contact us so we can lead you to a sustainable future.


widely considered the first modern nonprofit organization in the United States. For nearly 160 of our nation’s 250 years, Americans have celebrated organizations whose primary goal was not profit, but service.


Over time, this spirit of generosity became embedded into our laws. Tax-exempt structures eventually evolved into what we now know as 501(c)(3) organizations, formally shaped by the Revenue Act of 1969. Today, these laws serve an important purpose: they encourage public service, prevent private enrichment, and limit political influence. In essence, our government supports generosity by providing meaningful tax advantages for those who give.


Imagine working hard throughout your career, building retirement accounts and protecting your family with life insurance—and then discovering these same financial tools can also bless the ministries and nonprofits you love. Trough strategies such as Qualified Charitable Distributions (QCDs) from Required Minimum Distributions (RMDs), donor- advised funds, charitable trusts, and legacy planning, Americans can pay less in taxes while giving more effectively.*


For Christians, generosity is also deeply spiritual. Scripture reminds us: “Do not neglect to do good and to share what you have” (Hebrews 13:16). Proverbs 19:17 teaches that “Whoever is kind to the poor lends to the Lord.” And in Mark 12:44, Jesus honors the widow who gave sacrificially from the heart. Tese verses inspire believers to support ministries that advance the Gospel and serve others.


For the past 30 years, Faithward Advisors has focused on helping nonprofits and generous families steward resources


2023


Debt Ceiling Crisis: Debt ceiling disputes raised fiscal policy concerns, shaking markets and investor confidence.


2024 *Tax situations may vary. Talk with your tax advisor.


wisely. Trough their internal training program called “Fueling Generosity,” advisors are equipped with more than 90 charitable planning tools to serve ministries and donors alike. Faithward Advisors also launched the Faithful Journey Foundation, giving families the opportunity to unite their resources through a Donor Advised Fund (DAF). Many families use these funds to create a shared mission statement, pool financial resources, grow their charitable impact over time, and support nonprofits they love—together.


As America celebrates 250 years of freedom, generosity remains one of our nation’s greatest strengths.


Want to ensure your family’s financial plan takes full advantage of tax efficiencies so you can make a greater impact on the nonprofits you love? Contact Faithward Advisors for a financial review.


Continued Economic Adjustments: Ongoing monetary and fiscal adjustments responding to inflation, economic conditions, and the labor market.


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