Want to help Shadow Rock achieve its mission and help reduce your taxes? Keep reading!
From Beth Bruce (pictured above)
I have been a member of Shadow Rock for many years, and it holds a special place in my heart.
When I turned seventy and one-half, the IRS informed me that I would be taking Required Minimum Distributions each year from my IRA. I quickly discovered that my tax bill increased. I spoke with my financial advisor who shared with me a way to lower my taxes and help my favorite charity: Shadow Rock!
I use the money from my RMD to give a charitable gift to
Shadow Rock each year and this gift reduces my tax obligation. This is definitely a win-win, both for me and for the church which provides me with so many blessings!
Heidi assists me with finding the best place to put my money. (And there are many good choices.) I highly recommend considering this as a way to reduce your tax burden and help Shadow Rock.
Thank you, Beth Bruce, for your support and encouragement.
Beth is allowing us to use her generosity as an example of how we can stretch Shadow Rock's values, vision, and mission into the future. She is also giving us a great opportunity to promote our Planned Giving Initiative Group and their work.
The Planned Giving Initiative Group is committed to having conversations with you and the different platforms that allow people to make monetary gifts to Shadow Rock. This is one of several strategies to develop different revenue streams. The group members is Doug Davis, Bob Lee, Travis Meyers, Rick Stuart, and Robert Back. Heidi Zinn and Pastor Ken act as staff support. Also, several others have made significant gifts through their various financial planning platforms, and they are available to talk with you as well.
We will have an informational meeting during Coffee Chat, on November 10th, in the Multipurpose Room. Contact any of us if you have questions.
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