Planned Giving

The NPUC planned giving and trust services department annually administers an average of $25 million in trusts and annuities.

As of the end of 2005, the department was administering nearly 400 charitable documents.

During the past five years, the department has administered a total of $9.6 million in benefits to donors and nearly $8.2 million to beneficiaries.

A growing number of Adventist members want to manage their resources in a prudent manner that not only benefits their family, but also the ongoing work and mission of the church. The NPUC planned giving and trust services department provides these services free to members who have a charitable intent. It also helps to maintain training and certification for local conference trust services.

The planned giving and trust services department cultivates, designs and facilitates gifts to further the work of the Adventist Church throughout the NPUC.

Certification—Teamed up with the North American Division to provide training and certification services, which has led to level A certification for all Northwest local conference trust services.

Awareness—Through workshops and the Internet, NPUC trust services are becoming well-established as an option for members.

Trust Management—Manage some revocable trusts and all charitable remainder trusts and gift annuities for Northwest conferences in cooperation with NPUC legal counsel.

Regional Promotion—Familiarized more members with how this service can actually benefit their financial and spiritual goals through seminars and weekend workshops.

Team Building—Developed and encouraged local conference representatives in professional trust management.

High Standards—We need to recruit more local conference representatives and provide training of technical expertise to be prepared to meet expectations for the next generation of donors.

Greater Awareness—There are more charitable options now than ever before, so we need to make sure our members see clearly how working with the church and its mission makes good sense for their families as well.

Staying Current—We must stay current with the latest governmental changes to ensure we are fulfilling our fiduciary duty.

August 01, 2006 / Feature