Your legacy is important to you, your family, and your loved ones.
At The Kirk, we provide complimentary legacy planning to make sure your legacy is done right.
Have you ever asked these questions:
What values would I like for the generations that follow me to continue?
What will happen to my children in the event something happens to me?
Do I want to continue giving to organizations I valued while I was alive?
You’re not alone if you haven’t thought about these questions, but it’s time that you started asking them and finding the answers.
Estate planning is the strategy for providing an efficient transfer of your wealth after you’re gone.
But there’s a scriptural element to this that far outweighs economic considerations.
Through estate planning services, we want to provide personalized education to help you make these choices – helping you distribute your legacy in the way that matters most to you.
The Kirk Legacy
The Kirk legacy services provides complimentary services to church members. Think of this service as a free “second opinion” if you have already created an estate plan, or use it for the first time to find out how it can benefit you, your family, and your finances. Our team of professionals understands what legacy planning entails, the factors involved, and can customize a legacy plan that reflects your unique family characteristics. In addition, you can leave a gift to the organization(s) you most passionately support.
Frequently Asked Questions
How does this service work?
How much does it cost to use this service?
What does the service do?
The services provided through Kirk Legacy Services help families and individuals get their estate plan and finances in order to be able to pass down to the next generation and bless the Kingdom of God. This service is typically valued at $350 – $500 to sit down with a professional and create a plan.
Will KLS work with my allied professional(s)?
Is KLS “selling” a product or program?
Am I required to make a gift to The Kirk if I use the service?
If you have other questions that are not addressed here, please contact us. We are here to assist you in every way possible. Please call Mark Loeber at 918-491-0079 or email him at email@example.com.
Gifts through your estate are sometimes the easiest ways to give, but also take planning to make sure the gifts are used for what you intend them for.
These types of gifts are sometimes referred to as “stop-and-think” gifts because they require some planning and help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and are gifted to charity upon your death.
A misconception is that giving through your estate is only for the “wealthy.” The truth is, even people of modest means can make a difference through planning.
“Lynette and I attended Legacy Services and received a lot of useful information. Mark Loeber is a gifted communicator and will be a great help to those of us that need to get our financial future in order. Mark loves Christ and his emphasis reflects his desire for all of us to live in obedience to our Lord. What a wonderful opportunity to also insure The Kirk’s ministry for future generations.”
– Wayne Hardy
“Mark Loeber was engaging, knowledgeable, and entertaining. His explanations were in terms that didn’t require extensive previous understanding of the subject matter. He approached his topic from a Biblical point of view.
He opened our eyes to some planning considerations that were new to us. He gave some practical examples and listed specific financial documents that could be important to individuals and to their heirs.”
– Jim Carey
“The seminar raised our awareness level of how to best plan for a secure future – invaluable!!”
– Sarah Welch
the kirk foundation
The Kirk Foundation was established to provide a way to enhance legacy giving and future giving from The Kirk to further God’s Kingdom.
Legacy giving is defined as giving that is part of ones estate via a will or trust (not cash given today, but provided through a future designated beneficiary). Legacy giving could also be used if an asset or business was sold today, then a large tithe from that sale could be placed into the Foundation.
The Kirk Foundation is not a mechanism that will pay for normal operating church expenses, but is used for new church plant projects (i.e. Kirk Crossing) or missions.
As an outreach to each member of The Kirk, we have established a relationship with Mark Loeber at The Advancement Group. Mark’s role is to help shepherd each family to better understand how to plan their future estates, while maximizing the impact and minimizing problems for surviving family members. He does not provide legal services, financial planning or asset management. However, he can recommend someone to provide those services if needed. Mark helps identify a best path forward for your estate and assets, which may or may not include legacy giving to The Kirk.