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 Jim Barber, President
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Welcome to Via Christi Foundation Gift Planning Web Site Greetings from the Via Christi Foundation. We are pleased you have found our Gift Planning web site. The content of this site changes on a weekly basis so we would encourage you to visit regularly. Please take a moment and choose the Video Greeting to the right and hear a special greeting from the President of the Via Christi Foundation. Please explore our web site and contact us with any questions or comments.
| Personal Planner | Income for Surviving Spouse
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits For Family and Via Christi Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Bequests Joe and Anna have been faithful supporters of Via Christi Foundation. They believe it is important to support and encourage their mission. More on Bequests >>. |
 | Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
 Larry Boettcher Director of Development Gift Planning |
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact larry_boettcher@via-christi.org.
If you are a professional advisor, you may take the following steps on this site.
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