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.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with her church. More on Easy IRA Gift >>.

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 >>.

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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