Wednesday, October 21 & Thursday, October 22 | 9am-2pm | Shea D103
Our trusted partner MortarStone is once again offering their free financial planning workshops at Scottsdale Bible Church. Attend one, two, or all four to gain expert advice on maximizing your financial resources so you can invest in God's Kingdom, provide for your family, and save on taxation.
Wednesday, October 21
9:00 to 10:15am - Wills and Trusts
10:30 to 11:45am - Tax Smart Giving
12:30 to 1:45pm - Raising Generous Hearts
Thursday, October 22
9:00 to 10:15am - Tax Smart Giving
10:30 to 11:45am - Personal Generosity and Legacy Design
12:30 to 1:45pm - Wills and Trusts
Workshop Descriptions:
Tax-Smart Giving
October 21 | 10:30am | Shea D103
October 22 | 9am | Shea D103
Tax-smart giving uses life events as triggers to make planned non-cash gifts to your church or charity, often involving low-cost basis assets. Beneficial for all ages, this workshop teaches how to use non-cash gifts to support family members and further God’s Kingdom.
Wills & Trusts
October 21 | 9am | Shea D103
October 22 | 12:30pm | D103
A will or trust is essential for providing for your heirs and your church in an estate plan. This workshop will guide you through estate planning, including asset distribution. Whether you need to update an existing plan or begin the process, this workshop will be helpful.
Raising Generous Hearts
October 21 | 12:30pm | Shea D103
In the next 30 years, America will see the largest wealth transfer in history, with trillions of dollars changing hands. Many parents now face the challenge of preparing heirs for their inheritance. This workshop will help you effectively pass on both your values and valuables to the next generation.
Personal Legacy & Design
October 22 | 10:30am | Shea D103
What story will your generosity tell? This workshop invites you to think beyond documents and dollars to the lasting impact your life can have on your family, your church, and God's Kingdom. Through a biblically based approach, you’ll explore practical ways to align your resources, values, giving, and estate plans with what matters most. Whether you already have planning documents in place or are just beginning to consider your next steps, this session will help you design a legacy of faith, generosity, and lasting purpose.
What past attendees have said about the workshops:
"God has blessed us by opening doors that led to financial prosperity, and as my wife and I considered estate planning and stewardship, He opened another door. These workshops provided valuable insights on using our resources to serve others in need."
– Kent and Katy
"The MortarStone team excels at providing practical tools for intentional giving. They made the sessions fun, engaging, and easy to understand! The interactive discussions gave us concrete examples and helped my wife and me align our giving goals. It takes real mastery to make complex IRS rules clear, and the MortarStone team achieved that!"
– Bob B.
Please contact stewardship@scottsdalebible.com if you have further questions about the workshops.