Will Your Loved One’s Bank Accept Your Power of Attorney?

skyline of bank buildings

Will Your Loved One’s Bank Accept Your Power of Attorney? by Rev. Bill Gruenewald There are some things you just don’t want to learn the hard way — like the fact that the milk expired a week ago or that your car insurance doesn’t cover as much as you thought. Another one is finding out your power […]

3 Risks of Joint Bank Accounts You Might Not Know About

Wooden piggy bank

3 Risks of Joint Bank Accounts You Might Not Know About by Rev. Bill Gruenewald If you’re married, you might already have a joint bank account with your spouse. They’re a great way to conveniently share assets, allowing both people to conduct business with the account. Typically this works out well for married couples, but it can […]

The charitable remainder trust (CRT) is a multipurpose tool

multipurpose tool

The charitable remainder trust (CRT) is a multipurpose tool by Christopher L. Kelly, Esq. A charitable remainder trust (CRT) takes a bit more complex planning than other trusts, but for the right donor, it can be greatly beneficial. It has the unique ability to support a charity (like a Baptist cause), guarantee income for him/herself […]

3 Ways to Build A Culture of Generosity in Your Church

thank you note

3 Ways to Build A Culture of Generosity in Your Church by Rev. Bill Gruenewald In their book “Contagious Generosity,” Chris Willard and Jim Sheppard write, “Generosity is at its core is a lifestyle, a lifestyle in which we share all that we have, are, and ever will become as a demonstration of God’s love and a […]

What Legal Documents Does An 18-Year-Old Need?

Interested Youths

What Legal Documents Does an 18-Year-Old Need? by Christopher L. Kelly, Esq. Many homes across America now have new adults in their midst. People who were high school seniors just a year ago, but are now—according to the law—fully-grown adults. (Notwithstanding the fact they didn’t walk a graduation line!) While some families are planning to […]

How an Estate Plan Brings Peace in a Pandemic

Blue sky and mountains

How an estate plan brings peace in a pandemic by Christopher L. Kelly, Esq. People often wait until major life events before they prioritize estate planning—perhaps a doctor gives an unexpected diagnosis or a difficult family situation emerges. The shared health crisis of COVID-19 is unfortunately giving us vivid examples of how quickly our health […]

Free Church Finances Resource for TN Baptist Churches

Church Excel: Practical Help from the Experts on church accounting and reporting, financial policies, pastor compensation planning, budgeting, board oversight, and much more

Free Church Finances Resource for TN Baptist Churches by Bill Gruenewald We know managing church finances can be overwhelming sometimes, especially when you have so many other responsibilities on your plate as a church leader. The Tennessee Baptist Foundation believes you should have the resources you need to succeed, so we are thrilled to be able […]

Supporting Kingdom work and getting a tax break

Coins spilling out of a jar

Supporting Kingdom work and getting a tax break by Christopher L. Kelly, Esq. If you are required to take required minimum distributions (RMD) from your IRA, by now you have probably received a notice from your IRA provider about the amount you have to take out in 2020 to avoid a 50 percent tax penalty. […]

The Spiritual Practice of Estate Planning

The Spiritual Practice of Estate Planning

The Spiritual Practice of Estate Planning by Christopher L. Kelly, Esq. It’s hard to believe that we are now in the 20s! With a new year (and now a new decade), it’s a natural time to consider different resolutions in various areas of our lives. In the spiritual realm, we may be striving to read […]

Your Guide to 2019 Charitable Giving

New Year Countdown

Your Guide to 2019 Charitable Giving by Christopher L. Kelly, Esq. It’s hard to believe that 2019 (and this decade) is almost over! Before we flip the calendar to 2020, now is a great time to review a few charitable giving ideas to see if any of these might make sense for you to implement […]