Creating a Lasting Legacy

It is easy to get caught up in the day-to-day activity of our lives and miss the benefits of planning our legacy. With all the Lord has entrusted us, we have both an opportunity and a responsibility to grow and follow Him through the blessing of stewarding our wealth now and after death.

Creating a vision for these resources can have both short and long-term effects for your benefit. This might include protecting and honoring your family through an organized plan, promoting the gospel among the nations for generations, or maximizing tax advantages for greater charitable impact.

Have you given deliberate consideration to creating (or revising) an estate plan to secure your generosity? Steps to consider: 

  1. Pray for the Lord’s guidance throughout the planning process;
  2. Seek a group of trusted advisors;
  3. Finalize your wishes for family, friends, or charities; and
  4. Consider writing out your testimony, so it can be shared in perpetuity with those benefitting from your estate.

Life is always bringing changes as children become adults, retirement approaches, and assets increase or decrease. That is why it is wise to review your estate plan with the appropriate professionals every few years or after any major life transition. This will help ensure the final distribution of assets are adjusted properly and estate administrators are able to honor your wishes.

No matter where you are in the process, your IMB stewardship advisor alongside expert partners are ready to meet and exceed each of the stewardship goals you have for your family and for the kingdom.

The IMB has a team of advisors and other experts available to serve you by answering any general estate planning questions you might have or by connecting you to the right expert, such as The Southern Baptist Foundation. These faithful partners can provide a wide range of estate and financial insights for consideration and help you review your charitable giving and gift endowment strategies.

Through these avenues and beyond, we encourage you to learn more about lifetime planning, legacy choices, and their benefits, as well as Christ-centered stewardship for the advancement of the gospel. We look forward to hearing how we can serve you and your family.