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 - 2018 Flexible Spending Arrangements
2018 Flexible Spending Arrangements
In IR-2017-187, the IRS urged employees with flexible spending arrangements (FSAs) to take full advantage of the plans. An FSA permits employees to set aside up to $2,650 in 2018 for qualified medical expenses. The FSA contribution is not subject to...
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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 - Sale and Unitrust
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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