Planned Giving Home

Professional Advisors

Welcome to the additional content section for willplan.org, the Planned Giving & Trust Services website for the Seventh-day Adventist Church.

Thank you for your interest in Planned Giving & Trust Services. Our hope is to serve you and your family with the most current and helpful information. There are an increasing number of members and friends who now benefit from life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning.
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Benefits for Your Family and the Seventh-day Adventist Church

There are several types of plans. Many of these have wonderful benefits for the gift donors. While the families in these stories may not be Adventists, they have enjoyed increased income and generous tax savings provided through their favorite charity.

You may be inspired to do something for your local church, conference, or institution by reading these stories. Just click on any picture to begin.

A Bequest to Save Taxes
Thomas Merrick (name changed) was a widower who had a great love for his church. He wanted to give a special gift to express his love. More on A Bequest to Save Taxes >>.

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to the church, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Jeffrey K. Wilson
Planned Giving & Trust Services Director

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact info@willplan.org.

If you are a professional advisor, you may take the following steps on this site.


	© 2000 Planned Giving and Trust Services, General Conference of Seventh-day Adventists. All Rights Reserved. Privacy Policy. webmaster@willplan.org®

	This organization is not engaged in legal or tax advisory services. For advice or assistance in specific cases, the services of an attorney or other professional advisor should be obtained. The purpose of this web site is to provide accurate and authoritative information of a general character only. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these type of gifts.


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