Questions to determine if you have the potential to
move from “Involuntary Philanthropy” to “Directed Stewardship” while improving
your family’s financial outcomes:
Personal
Goals
·        
Would like to give back more than you
are presently able to?
·        
Would you like to have a “permission
slip” from the IRS that allows you to LIVE, LOVE, and LEAVE more?
·        
Can your current giving level continue
beyond your lifetime?
Involuntary
Philanthropy
·        
Are you an “Involuntary Philanthropist”
(check line 44 on last year’s tax return to see if you are)
·        
Did you know that estate taxes are 100%
voluntary?
·        
Is there insurance on your life intended
to pay estate tax which is 100% voluntary?
Intentional
and Directed Stewardship
·        
Would you like the financial freedom to donate
more than 10% charity per year, to the causes you care about?
·        
Did you know that in larger estates, the
total IRS subsidy for lifetime charitable gifts is at least double (80%) the
subsidy of charitable bequests made at death (40%)?
·        
Have you employed charitable giving strategies
which reduce taxes as much as 30% to 50%, without having a “net-negative”
impact on cash flow?
·        
Is your giving limited to “checkbook”
philanthropy?
·        
Do you have an asset “hiding in plain
sight” that can be donated to charity, while preserving the benefit of asset
growth for future generations?
·        
Do you have a “multi-generational
charitable income tax mitigation strategy” in place?
Causes
You Love
·        
Are your tax dollars are being used to
support causes that are likely 100% in conflict with your family’s values and
beliefs?
·        
Can you reverse the amount you pay in
taxes (social capital) with the amount given to ministries and missions you
care deeply about?
·        
Is your planning team stuck in
“transactional apathy”, preventing a realization of “transformational” strategies
for your family and causes you love?