We want to help you distribute your legacy in the way that matters most to you.

At Kirk of the Hills, we offer complimentary legacy services that can help you do just that.

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 Department

The Kirk Legacy Department exists to provide complimentary resources to its 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.

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Frequently Asked Questions

How does this service work?
This service is a part of the outreach stewardship of The Kirk. If you are interested in talking with someone about finances and getting a plan for you and your household, contact Kirk Legacy Services at 918-491-0079. There are no strings attached and no requirements for church members who use this service.
How much does it cost to use this service?
This is a church sponsored service to the church community and is offered at no cost. If you decide to go forward with your estate plan, there will be fees associated with using an attorney (you can use an attorney of your choice, or Kirk Legacy Services can recommend one for you).
What does the service do?
The services provided through Kirk Legacy Services department 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)?
Kirk Legacy Services exists to serve the church members. If, after the plan is created, a church member would like to work with their professional advisor or other professional, KLS will work to make sure that they are a part of the process to expedite the documents and paperwork, or a professional can be recommended by KLS.
Is KLS “selling” a product or program?
Kirk Legacy Services is a free service to church members; they are not selling products, acting as trustee for estates, selling insurance, or any other products or services.
Am I required to make a gift to The Kirk if I use the service?
No. There are no strings attached in regard to utilizing the services of the department. Whether you have a quick question you want to ask over the phone or email or you come in to sit down with the KLS staff, there is no charge and no gift requirement.
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 mloeber@thekirk.com.
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opportunities

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.

Kirk Foundation Board Members

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David Pritz

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George Hertensteiner

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Jim Satrom

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Stephen Fagg

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Brad Rollins

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Mike Bartel

Please feel free to contact us or any of the above board members if you have any questions.

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