Leave A Legacy That Makes A Difference
The Resources God Has Entrusted To You Matter
Did you know that you can help Cityteam transform lives today and well into the future by properly preparing an estate plan customized to benefit and protect you and your family? By planning well today, you will be able to take advantage of tax benefits and protect your investments small and large. Your estate plan is one of the most important, but complicated financial areas of your life. As you work to develop a God-honoring estate, Cityteam is here to help.
- Name Cityteam as a beneficiary in your will or life insurance plan
- Make a Charitable Gift Annuity
- Leverage your IRA’s & Appreciated Securities
- Transfer of residential, commercial, or undeveloped real estate while still occupying the estate
- Transfer stocks and realize larger tax savings
- Wire transfers
Creating a customized estate plan is an easy process with the right tools and guidance. Creating a customized estate plan ensures your assets are distributed according to your wishes and in a timely fashion. Understanding the difference between a living trust and a will is very important. Cityteam can provide you with invaluable resources to help you make these confidential, important decisions while avoiding the expense of probate.
You have the power to make a lasting impact for the Kingdom.
Start planning today, contact Bill Fitzgerald at Cityteam.
Bill Fitzgerald worked for many years in the life and health insurance industry, rising to the position of Vice President and General Counsel for several life and health insurance companies. Over ten years ago, Bill made the move to the non-profit sector and began to focus on charitable giving to non-profit organizations while he served as Development Director for a private school in Kansas City. He brings a wealth of knowledge and experience to the position of Estate Planning Officer for Cityteam.
Estate Planning Officer
Wire your gift from anywhere in the world – and in any currency – directly to Cityteam. Your bank of choice should be able to complete this process for you. Before you send your gift, please email Matt McLaughlin, Cityteam Vice President of Finance or call 408-232-5600 to inform us of the impending transfer and ensure that it is properly used in the city and program that you desire.