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World Relief Planned Giving - Tim Maurer

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As the year comes to a close, with Thanksgiving just past and joyous, Christ-centered Christmas and New Year celebrations ahead, there is an issue of some urgency that affects many of us.

The coming New Year is likely to bring with it significant changes:

  • Income and capital gains tax rates may increase.
  • Tax deductions for charitable donations may be restricted or reduced.
  • The $5M lifetime gift and $5.12M estate tax exemptions are scheduled to decrease to $1M each.
We don’t know what will change but we do believe the best time to give is right now, in 2012, before these changes go into effect.

If you need further guidance on these issues, World Relief has planned giving advisors who can explain ways to get the most impact from your charitable giving while minimizing your tax obligations. Scroll down for an introduction to Tim Maurer. You may also contact our partners at the Orchard Foundation by clicking here or email We look forward to answering your questions or putting you in touch with our planned giving advisors.

There are only a few weeks to make these important decisions; Please let us help you get the answers you are looking for now.

Tim Maurer

Tim Maurer, World Relief's Planned Giving Advisor

Tim is a financial planner, educator and author. As Vice President at the Financial Consulate, a fee-only comprehensive financial management company, he is a Certified Financial Planner™ (CFP®) practitioner working with individuals, families and organizations. A graduate of Towson University, Tim now teaches financial planning at his alma mater. Tim’s second book, co-authored with best selling author, Jim Stovall, is published by John Wiley & Sons under the title The Ultimate Financial Plan: Balancing Your Money and Life. He also writes for

With a passion for relational communication, Tim educates in a variety of forums. He has been active in television, including appearances on CNBC, ABC’s Nightline, WUSA Channel 9 (CBS in DC), WBAL-TV (NBC in Baltimore) and Fox 45 (in Baltimore). On the radio, he joins Drew Tignanelli each week as the co-host of Money, Riches & Wealth, a financial radio program on WCBM 680 AM in Baltimore each Wednesday at 6:00pm, and has also been featured on the NPR program, Marketplace. In print, Tim has been quoted in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.

Tim is a husband and father first and lives in Baldwin, Maryland where he and his wife, Andrea, are the proud parents of two boys, Kieran and Connor, and are active members of their community. Outside of personal finance, Tim’s favorite pursuit is music, and he plays the drums and sings in the indie-bluesy-jazzy-rock band, the Jon Maurer Band. He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.

If you have any questions about your planned giving options please contact Tim.

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