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 Launches "Don't Take the Bait" Campaign
IRS Launches "Don't Take the Bait" Campaign
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following: Subject: Tax Return From:...
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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 - Part Gift and Part Sale
Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake....
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