Wills & Trusts Services
At the Central States Conference of Seventh-day Adventists
How Do We Support Planned Giving?
Central States Conference Trust Services manages the distribution of resources through wills, trusts, annuities, and special gifts benefiting individuals, families, and religious causes. Upholding a legacy of robust administrative practices, ethical standards, and prudent investments, Trust Services mandates certification and ongoing education for personnel with discretionary roles. Subject to regular audits, Trust Services adheres to stringent fiduciary standards and accreditation. Catering to diverse life stages, it delivers not only financial and estate planning insights but also guidance on caregiving arrangements and appointing decision-makers. Grounded in Seventh-day Adventist beliefs and open to all, these services offered by Central States Conference Trust Services empower our community to realize personal, financial, and spiritual goals effectively.
What Can You Give?
Cash
Giving a cash donation is a straightforward method for you to contribute. Your donation can:
- Have an instant effect on our mission today.
- Qualify you for a charitable income tax deduction.
Send Us Your Gift By Mail
You have the option to send a check or money order. If you have a specific purpose in mind for your gift, kindly indicate it in the memo line or include a note to inform us.
Insurance
Donating your life insurance policy can be a meaningful and impactful contribution to support the Central States Conference.
Make a Gift of Life Insurance Today
Discover how you can generously donate your life insurance policy to Central States Conference and enjoy a charitable income tax deduction. By making deductible contributions annually to support us in paying the premiums, you enable us to benefit from the policy's proceeds.
Designate Us as Beneficiary of Your Policy
You have the option to name Central States Conference as the beneficiary of your life insurance policy. By doing so, you retain ownership and utility of the policy while alive. Upon your passing, the policy becomes part of your taxable estate. However, your estate can avail of an estate tax charitable deduction for the gift's value to us.
Land or Real Estate
Donating your valued real estate, whether it's your residence, vacation home, undeveloped land, farm, ranch, or commercial property, can be a meaningful contribution to the Central States Conference.
Gifts of Real Estate
Discover the advantages of gifting real estate to the Central States Conference:
- Eliminate capital gains tax.
- Gain a charitable income tax deduction.
- Leave a lasting legacy.
How can one transfer ownership of real estate as a gift?
You can gift your real property to Central States Conference by signing a deed to transfer ownership. Whether in part or in full, your gift's value will be determined by an independent appraisal of the property's fair market value.
Can You Gift Mortgaged Property?
Feel free to reach out if the property you plan to donate carries any debt or mortgage. Consult with us regarding the potential capital gains tax effects of your donation. Explore life income options that might pique your interest as well.
Retirement Assets
Donating your retirement assets, including contributions from your IRA, 401k, 403b, pension, or other tax-deferred plans, is a wonderful method to support the Central States Conference.
Pass on Your Retirement Wealth to Us
Did you realize that up to 60% of your retirement assets could face taxation if passed on to your heirs after your passing? A more favorable choice would be to pass on assets like real estate and stocks with a step-up in basis to your heirs, while donating your retirement assets to the Central States Conference. As a charitable organization, we are exempt from taxes when receiving IRA or other retirement plan assets.
How To Transfer Your Retirement Assets
To transfer your retirement assets to the Central States Conference, simply complete a beneficiary designation form from your plan custodian. By naming the Central States Conference as the beneficiary, we can receive the full value of your generous gift without incurring taxes on your IRA assets after your passing. Additionally, your estate can then benefit from an estate tax charitable deduction for this thoughtful contribution.
Stocks and Bonds
Donating appreciated securities such as stocks or bonds presents a simple method for contributing to the Central States Conference.
GIFT OF STOCKS AND BONDS
Explore the advantages of contributing stocks and bonds to the Central States Conference:
- Bypass capital gains tax.
- Obtain a tax deduction for charitable income.
- Experience potential income growth.
- Propel our mission forward today!
Donate Quickly via Electronic Transfer
It’s easy. For delivery instructions on transferring funds from your brokerage account to the Central States Conference, kindly reach out to us.
Send Us Your Gift By Mail
If you possess securities in certificate form, you should utilize two envelopes for your donation. Place the unsigned stock certificate(s) in the first envelope and include a signed stock power for each certificate in the second. This document can be obtained from your broker or bank. Remember to send it via certified mail for security.
LIFE...
Life is a journey of transitions - from childhood through adulthood to senior years, and from one generation to the next, aiming to expand God's kingdom. While our faith remains steadfast, daily challenges in personal, family, and financial aspects keep evolving.
Planned Giving and Trust Services, an exclusive initiative of the Seventh-day Adventist Church, offers valuable insights on financial, estate, and gift planning tailored to our faith with utmost care.
Contrary to common belief, Planned Giving and Trust Services caters to individuals at every stage of life, not just the affluent or the elderly. We address your evolving needs across different life phases to enhance financial stability, safeguard your loved ones, and support causes dear to your heart.
Delivered locally by fellow worshippers, our services are typically complimentary, ensuring that each church member can prudently manage the resources entrusted to them by God.
Contact Us for More Information
If you have any questions about making your gift, please contact us with your questions or comments.
How To Give
GIFT MODELS:
- CHARITABLE BEQUEST
- IRA CHARITABLE ROLLOVER
- CHARITABLE GIFT ANNUITY
- CHARITABLE UNITRUST
- CHARITABLE ANNUITY TRUST
- CHARITABLE LEAD TRUST
- SALE OF UNITRUST
- BARGAIN SALE
- GIVE IT TWICE TRUST
- LIFE ESTATE RESERVED
Giving to our cause can be done directly through one of our gift models which can provide tax benefits and even income!