"In disposing of your property...be sure that you do not forget God's cause. You are His agents, holding His property; and His claims should have your first consideration." -Counsels on Stewardship, p. 328
Estate planning, or planned giving, is an integral part of being a faithful steward. It is the mission of the Planned Giving & Trust Services staff to assist each member of the Georgia-Cumberland Conference in becoming aware of their stewardship responsibility to God, family, and the church through prayerful and effective estate planning.
What is Trust Services?
The department of Planned Giving and Trust Services exists to serve those of our constituents who desire to achieve their stewardship objectives both during and after their lifetimes. Information and assistance is provided through the expertise of trust officers who are certified to perform the duties of Planned Giving and Trust Services. This information and assistance is provided through seminar presentations, wills clinics, and private consultations.
Our department is accredited by the Trust Services Accreditation and Certification Committee of the North American Division of the General Conference of Seventh-day Adventists, and has been given a Level A Accreditation. All personnel must be certified and a substantial amount of continuing education is required annually to maintain certification. Regular audits are performed by the General Conference Auditing Service to ensure that the accreditation and fiduciary standards are met.
How can Trust Services Assist You?
As part of the Seventh-day Adventist Church, our mission is to assist you in finding ways to balance your financial needs for the present with your needs for the future. We understand your desire to care for your family's future needs, as well as your desire to assist in the advancement of the gospel. Our personnel can provide helpful information regarding the best way for constituents to benefit through a planned gift or to plan for the distribution of an estate.
Our certified trust officers are able and willing to share information with you regarding basic estate planning, charitable gift annuities, charitable remainder trusts, endowments, the Southern Union Revolving Fund, tax benefits available with certain plans and other information regarding gift and estate planning. We do not offer legal advice but can refer you to a qualified estate planning attorney for that advice.
Designed to meet changing needs throughout your life, Trust Services not only provides useful financial, estate, and gift-planning information, but also provides assistance and guidance concerning how to arrange care for children and elderly parents. By placing these services in the context of Seventh-day Adventist beliefs, and making them available to all church members, regardless of income, Trust Services provides a unique opportunity for faithful stewardship assistance to help the church family achieve their personal, financial and spiritual objectives.
The basic estate planning package includes the information needed to complete the documents listed below.