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Welcome to the

Forest Home Foundation




Thank you for your interest in the Forest Home Foundation. Our ministry is to serve you and your family as you seek to care for your loved ones and honor God with what he has entrusted to you. We have an increasing number of friends who now are benefiting from our complimentary will and trust planning services and asset sale plans. Thank you for taking the time to explore the benefits of our services.
 

Benefits for Family and Forest Home


There are several types of plans. Many of these have wonderful benefits for our clients. 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.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.


Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years at Forest Home. More on Easy IRA Gift >>.


Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.


Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.


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.



IRA Gift Video

Click here to learn more.



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 davidc@foresthomefoundation.org.

If you are a professional advisor, you may take the following steps on this site.





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Forest Home Foundation
700 E. Redlands Blvd. Suite 232U
Redlands, CA 92373
Phone: 909-389-4430

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