No matter your life circumstances, we can help you live generously and prepare thoroughly.

In support of our fellow church members, Planned Giving & Trust Services offers assistance with services in the following categories:

Adventist Donor Gift Fund

Donor-Advised Fund The Adventist Donor Gift Fund is a donor-advised fund operated through BNY Mellon and offers a simple and tax-efficient way to maximize the impact of your charitable giving.

Lifelong Charitable Giving

Cash, Financial Assets, Real Estate, etc. Looking to support the organization you love with a major gift? Several giving options can help make big things possible at almost any income level. Many charitable giving options even offer tax benefits that can help increase your philanthropic potential.

Estate Planning

Wills, Trusts, Bequests, Powers of Attorney, etc. 

An estate plan is the first place to start when considering the future of your assets and your legacy. Often, an estate plan also involves items from the other two services listed on this page. 

You want to establish a legacy that matches your values and convictions. Our caring and knowledgeable professionals can help you in the consideration of every last detail, ensuring your loved ones are provided for and your assets are handled in the most beneficial way for you and the mission you choose to support.

Gifts with Lifelong Income

Charitable Gift Annuities, Charitable Remainder Trusts, etc. 

Did you know you can make a gift to an organization and also receive regular payouts for the rest of your life? These planned giving options can provide win-win situations for you and your family, and for the organization you support. These can be especially valuable options for non-cash gifts.

Find a Planned Giving & Trust Services representative near you!