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Non-Profits

“Giving is not God’s way of raising money; it is God’s way of raising people into the likeness of His Son.”
~ Howard L Dayton Jr.

Client Centered

Ministry funding needs are constant. While regular donations from donors’ income may always be the backbone of ministry fundraising success, what if your donors could use their assets to financially support your organization as well?  

What if you could show your donors how to make the largest gift with the greatest joy?

Taxes

Avoiding capital gains taxes on highly appreciated assets. Enjoy tax deductions now for future giving. Receive tax deduction for your house while living in it.

Income

Receiving a pension-like income from a charitable gift. Increase a donor's income while reducing their taxes.

Assets 

Gifting assets instead of cash allows your donor's to reduce or eliminate capital gains tax and get a tax deduction instead! Make a gift from a retirement account without being taxed 

Giving 

Multiply your donors giving with dollars that would have otherwise gone to the IRS.

Big questions

Big questions

Golden Rule Wealth Advisory wants to be your Planned Giving department!   We want to provide you and your donors with educational opportunities to learn how to maximize the benefits of giving to your organization. 

We want to be a resource for you to help your organization ‘love your neighbor (your donors) as yourself’ by making them aware of giving strategies available that may be more beneficial to them than simply writing a check.