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 - Making Correct Quarterly Estimated Tax Payments
Making Correct Quarterly Estimated Tax Payments
In IR-2019-152, the Service reminded certain taxpayers the third quarter estimated tax payment is due on September 16, 2019. The fourth quarter's estimated tax payment for tax year 2019 will be due on January 15, 2020. Most investors, self-employed...
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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 - Capital Gains Tax Bypassed
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....
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