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Planned Giving and Trust Services
 At the Southern Union Conference of Seventh-day Adventists, part of our function is to serve you and your family with helpful information.
We are offering a free "Wills Kit". This will enable you to prepare your estate information before speaking with your Conference or University Planned Giving Representative.
To receive your free "Wills Kit", click on the Wills Guide below.
| Personal Planner | Integrity and Initiative
 Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ... |
Benefits For Family and Southern Union Conference of Seventh-day Adventists
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Southern Union Conference of Seventh-day Adventists shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
 | 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 charity, 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.
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Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.
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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 chubbard@southernunion.com.
If you are a professional advisor, you may take the following steps on this site.
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