How to Give

Planned Giving & Trust Services

Our department is accredited by The Trust Services Accreditation and Certification Committee of the North American Division of the General Conference of Seventh-day Adventists and all the trust officers in our department are currently certified. We are trained to assist you with helpful information regarding the best way for you to benefit through a planned gift and to assist you with planning for the distribution of your estate. We will be happy to provide you and your family with helpful information. Please give us a call and we will be happy to assist you.
Washington News - IRS End-of-Year Gift Tips
IRS End-of-Year Gift Tips
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select Check on www.irs.gov to know if a charity is qualified. The exception to this rule...
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Planned Gifts Calculator View a presentation that shows the benefits of a planned gift based on your property and goals.
Donor Story - Give it Twice Trust
Give it Twice Trust
While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust. ...
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