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.
 | 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 >>. |
 | Bequests
Joe and Anna have been faithful supporters of the Southern Union Conference of Seventh-day Adventists. They believe it is important to support and encourage the Conference's mission. More on Bequests >>. |
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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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.
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 