San Diego August 1, 2018 Morgan Run Club and Resort 5690 Cancha De Golf Rancho Santa Fe CA 92091 Strategy in Brief If you own appreciated stocks or mutual funds, you likely have a significant opportunity to pay less tax, give more, improve your personal cash flow, and simplify your giving. How it Works 1. Determine the amount you want to give and ask your advisor to recommend stocks with appreciated value to gift STOCK GIVING BROKER FUND 2. Receive an income tax deduction 3. Buy back the amount of BUY MORE stock you’ve gifted to maintain STOCK your basis, only without any capital gains 4. Give to your favorite charities tax free Results Give $50k Cash Give $50k Stock Comments Capital Gains Tax Depicts selling a $50k position with $20k cost basis taxed ($9,990) $0 (from investments) at 25% (20% fed + 13.3% CA state) vs donating instead Gift to Charity $50,000 $59,990 Give extra $9,990 in cash instead of paying capital gains tax Income Taxes Saved $26,450 $31,735 Gift to charity x 52.9% income tax (39.6% federal + 13.3% CA state) Net Tax Benefit $16,460 $31,735 Capital gains tax paid + income taxes saved via deduction Meet Our Team Bryan Feller, President Bob Fry, Senior Gift Advisor Terri Ponce de Leon, Gift Advisor NCF Southern California [email protected] [email protected] [email protected] (949) 300-1953 (949) 263-0820 (949) 529-6861 THE BARNABAS GROUP SAN DIEGO WEDNESDAY, AUGUST 1, 2018 Time Topic Presenter ________________________________________________________________________ 4:30 p.m. Enjoy seeing old friends and meeting new ministries 5:30 p.m. Seating for dinner 5:40 p.m. Opening Prayer 5:42 p.m. Dinner 6:30 p.m. Welcome and Announcements Jim West 6:40 p.m. National Christian Foundation Brian Feller 6:43 p.m. The Master’s Program Steve Esser 6:46 p.m. CAPS Pregnancy Clinics Julie Dowler 6:56 p.m. Heart for Lebanon Tom Atema 7:13 p.m. Hineni – Whatever it is you are asking of me, I’m already in agreement with it Beth Guckenberger 7:33 p.m. Together Freedom Phil Ludwig 7:43 p.m. Summit Ministries Jeff Myers 8:00 p.m. Mission Generation Rocky Malloy 8:10 p.m. Why TBG? Scott Kvandel, Su Refugio & Brian Grant, Kids Around the World 8:22 p.m. Escalated Conflict and Connection Brad Dacus in a Divided America 8:42 p.m. Closing Prayer Jim West 1 2 INSTRUCTIONS FOR FEEDBACK FORMS Please drop each Feedback Form in the box with the ministry name on it at the check in desk as you leave General instructions: 1. Circle a number to help the ministry prioritize contacting you 2. Please write notes on this and turn it in if you were encouraged, challenged, or informed 3. Let them know what you liked and what they might have done better 4. List names and contact information on people they should connect with and why not 5. Print or write legibly 6. It is OK to give a form to each ministry What ratings mean in order of priority – PLEASE CIRCLE: 1 Very inspiring; not in my passion area 2 … 3 Please add me to your mail or email list; no need to call me 4 … 5 Contact me – I want to introduce you to folks who can help 6 … 7 Call me – no hurry; I have questions 8 … 9 Call me ASAP 10 I want to meet with you ASAP; I want to help 3 You’re Invited! “M AND MI” WM’S EVENT nnette tn ounder o e MND roet il e resentin te ealin Mode o oion nd value too or initr eder to identi nd reond to rir nd doue ue Oen to e rn rou oen nd teir uet Thurd Auust 6, 018 4: to m Serton rd eort 5420 Grand Pacific Road, Carlsbad, CA 92008 ot $1 er eron Proceeds will support The MEND Project. etier nd evere i e erved. o P o to: tt/tinurl.coMendndMine For uetion ee ontt Janen trie t etrieoo 4 5 HERE IS WHAT PEOPLE SAID ABOUT THEIR TRIP TO ISRAEL WITH TBG/TMP The Barnabas trip to Israel was a life changing event. I always thought I had a biblical worldview and now I have a 3D Biblical world view. Our trip was not only historical but we also experienced what is happening today in the Middle East. Tom and Joann Doyle were an amazing example of how we are to respond to the people that cross our path as well as incredible teachers. An added bonus was the opportunity to get to know Barnabas members on a more personal basis and the hotels and food were fantastic. I cannot wait to make a return trip! ============================================================================== Israel is a land of contrasts; extremes of faith and historical dispute. The Doyles were an unexpected blessing of knowledge and compassion that enhanced the experience tremendously. The accommodations, food and daily itinerary were carefully selected and timed to the group's capacity. It made me so keenly aware of the need for prayer and tolerance for the various peoples of the Middle East. The Bible in 3D was an inspiration and recommitment to all followers of Jesus. The Barnabas members also gave me a sense of community and love that I find hard to express. ============================================================================== What an amazing time in Israel! Most people go for the Bible sites and the Jewish history, and we were well served with those tour results. The unexpected extras pegged this experience at an extraordinary level: the chance to see what's really happening in Israel today - making sense apart from the headlines concerning the Palestinian conflicts and the Jewish challenges - was profound. With the Doyles as our guides, we had the added benefit of their front-line reporting on what God is doing in Israel and the Middle East, from the mission leaders who are making it happen. Along with all of that, the incredible quality of our Barnabas colleagues as tour-mates valued the trip at "priceless." We'd do it again, and we will! ============================================================================== We had a fantastic trip to Israel. It exceeded our expectations and was a trip of a lifetime. The weather was great, the hotels and food (I gained 9 pounds) were five star, the couple leading our group, Tom and JoAnn Doyle, was wonderful, and the people on the tour with us were outstanding. We have made some new friends for life. We saw all the traditional holy sites and other destinations many tourists don't see. Highlights for us were on the Sea of Galilee, Masada, Jerusalem, and Hebron. We felt safe as only minor incidents were observed or reported to us. We highly recommend you go to the Land of the Bible. It will be a blessing. 6 7 DO YOU HAVE A SOUNDING BOARD? Through The C12 Group, thousands of Christian CEOs, business owners, and executives across the United States are learning from peer wisdom and insight by sharing with those who have been there. Members encourage and hold each other accountable to the core values and Biblical principles that guide them. YOU DON’T HAVE TO BE ALONE AT THE TOP. Monthly Peer Advisory Group meetings 1-on-1 coaching with a full-time, local Chair World-class curriculum and resources Building GREAT Businesses For a GREATER Purpose. Get connected: www.C12OC.com 949.431.8876 8 C12 Sounding Board - Full Page.indd 1 9/29/16 1:44 PM Use your experience to influence ministries for HIS Kingdom. Here’s what members say: Virginia Suveiu, TBG member “Participating in a SWOT is a real way of sharing your faith, talents, and celebrating God's greatness. Ministries we help are at a critical juncture and SWOT members help them grow.” Robert Yi, TBG member “I've grown in my appreciation of God's work through dedicated and humble servants. SWOT is a great example of believers coming together at a divinely appointed time to impact the Kingdom.” Vonna Laue, TBG member "It's a joy to use my skills to help ministries grow and develop better business processes equipping them to further their impact. I am energized and humbled each time I walk out of a SWOT session.” Here’s what ministries say: Ali Eastburn, Founder and President of With This Ring “Wisdom and expertise of TBG members helped us move past what we thought were obstacles. It will be exciting to see how God opens up this new territory for us.” (SWOT - March 2014) Sarah Vienna Berchtold, President of Firm Foundations Romania “ The SWOT revealed we needed a strategic approach to expand and develop our board, business plan, and revised mission and vision statement.” (SWOT – June 2014) Marcia Ball, Co-Founder and Executive Director of Kerus Global “The SWOT experience expanded our ability to see critical issues and turn them into practical achievable steps to execute in the right order.” (SWOT – August 2014) Sign Up Now. Contact SWOT Coordinator: Jim Peevey - [email protected] - (760) 518-0443 9 MISSISSIPPI ROBOTICS Reaching the kids in rural Mississippi The “Why, How, and What……. WHY: Our organization loves children and it is our mission to reach the four “D’s: disadvantaged, disengaged, disruptive and dynamic. HOW: By providing them with a Life Changing Product. WHAT: That product is the blending of STEM education and the Gospel of Christ. Our outreach has now included STEM Camps, Mechatronics Youth Camps, Teacher Training and STEM Competitions. We also have created a highly technical workbook which combines and teaches Spiritual Principles with STEM, a STEM Curriculum, and a STEM Assessment method.