Wednesday, October 30 & Thursday, October 31 | 9-2:30 | Shea D103

Our trusted partner MortarStone is once again offering their free financial planning workshops at SBC. Attend one, two, or several to gain expert advice on maximizing your financial resources so you can invest in God's Kingdom, provide for your family, and save on taxation. 

Workshop Descriptions:

Developing your Personal Generosity Plan
Wednesday, October 30, 9-10:30am
A generosity plan helps you strategically steward your time, talents, and treasures to benefit others and carry forward your values. Learn how to create a plan that maximizes your impact locally and globally while considering your timeline and goals.

Tax-Smart Giving
Wednesday, October 30, 10:45am-12:15pm
Thursday, October 31, 9-10:30am
(Identical sessions, choose one)

Tax-smart giving uses life events as triggers to make planned non-cash gifts to your church or charity, often involving low-cost basis assets. Beneficial for all ages, this workshop teaches how to use non-cash gifts to support family members and further God’s Kingdom.

Wills & Trusts Workshop
Wednesday, October 30, 1-2:30pm

A will or trust is essential for providing for your heirs and your church in an estate plan. This workshop will guide you through estate planning, including asset distribution. Whether you need to update an existing plan or begin the process, this workshop will be helpful.

12 Ways to Make Current Gifts from Wealth
Thursday, October 31, 10:45am-12:15pm

Only 1-3% of your assets are likely in your checking account, while 97% are in real estate, stocks, and retirement accounts. Giving from illiquid assets offers tax benefits and reduces capital gains and estate taxes. This workshop will show you 12 ways to give from non-cash assets and make a greater Kingdom impact.
 

Raising Literate Heirs
Thursday, October 31, 1-2:30pm

In the next 30 years, America will see the largest wealth transfer in history, with trillions of dollars changing hands. Many parents now face the challenge of preparing heirs for their inheritance. This workshop will help you effectively pass on both your values and valuables to the next generation.

What past SBC attendees have said about the Workshops:

"God has blessed us by opening doors that led to financial prosperity, and as my wife and I considered estate planning and stewardship, He opened another door. These workshops provided valuable insights on using our resources to serve others in need."

– Kent and Katy

"The MortarStone team excels at providing practical tools for intentional giving. They made the sessions fun, engaging, and easy to understand! The interactive discussions gave us concrete examples and helped my wife and me align our giving goals. It takes real mastery to make complex IRS rules clear, and the MortarStone team achieved that!"

– Bob B.

Please contact stewardship@scottsdalebible.com if you have further questions about the workshop.

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