Planned Giving/Trust Services
Most people don’t enjoy thinking about creating a will, but if you haven’t prepared one, then based on the state you live in, the government decides how to distribute your assets and who will provide guardianship for your children.
The office of Planned Giving and Trust Services in the Southern Union Conference of Seventh-day Adventists assists local conferences, churches, and constituent members in estate planning and gift giving options for those who have a desire to support the mission of Seventh-day Adventist organizations.
Whether you have a large or small estate, we are able to create a gift-giving plan for you to meet your needs. Some want to provide care for a family member who may need care after the death of a loved one, while others may want to include endowment funds to assist in areas like education or evangelism. Local conference representatives are able to assist you in estate planning and will preparation.
Available Options:
- Wills
- Bequests
- Charitable Annuities: Regular, Deferred, Educational
- Charitable IRA’s
- Donor Advised Fund
- Outright Gifts
- Trusts:
- Annuity Trusts
- Charitable Lead Trusts
- Charitable Remainder Trust
- Deferred Inheritance Trusts
- Education Trusts
- Income Enhancement Trusts
- Give-it-Twice Trusts
- Living Trusts
- Retirement Trusts
- Revocable Trusts
More Information:
Local Contact Information
For Estate Planning Information from the Seventh-day Adventist Church please visit their website 
