Investment ideas…tax saving techniques…planning for retirement…suggestions for a truly thoughtful will…the best assets to use for charitable gifts…all of these planning concepts are tremendously important to friends of Church World Service. In fact, they’re so important that we are eager to provide reliable tax and financial information as part of our long-range development activities.
As is the case with most any form of planning, the place to begin is by first knowing what you have. Pull together important papers and review documents you might not have looked at since they were created.
We can help with that process. Working with the financial programs of scores of friends, we have found that a Personal Affairs Record can be very helpful – particularly in establishing or reviewing an estate plan. Such a record will also serve as a key to the successful administration of your estate.
We are pleased to make such a resource available to you. Our Personal Affairs Record booklet is a rich reservoir of vital information – a 24-page checklist of your vital statistics, personal assets and debts, personal advisors, insurance policies and retirement benefits, information on trusts, the location of tax records and your will – in short, all the facts, figures, names and numbers that play a role in your life and in the lives of your beneficiaries.
Call or email me today to request your copy of the Personal Affairs Record. The booklet will help you create a convenient record of what you have and where it can be found. It will form a core summary piece of information to guide the initial stages of planning with any advisor. I am also happy to provide you with information on gifting opportunities to support the programs of Church World Service. Get your copy today!
-Ron Blaum
For more information, check out www.cwsplannedgift.org or contact Ronald Blaum, Director of Gift Planning, at 800-297-1516, ext. 444, or rblaum@churchworldservice.org.