Welcome! Our primary purpose and mission is to assist you in fulfilling your interest in remembering the Lord’s work within the Arkansas-Louisiana Conference and the care of your family. What an awesome privilege to serve Him now and in the future.
Planned Giving & Trust Services Dir.
A great resource from the General Conference is willplan.org that provides a complete online planned giving guide.
Attorney Fee Reimbursement Program available to help cover much of the cost of documents. Here is a helpful article on how to find a good attorney.
All of our Planned Giving/Trust Services staff are fully certified as per the North American Division standards. Also, the Accreditation of our department is at a Level A and is audited on a regular basis by General Conference Auditing Services to ensure standards are met.
Please contact us if we can be of further assistance:
Gift Plans Available
-Property Life Estates. A life estate is when a person gifts real estate to charity but maintains ownership for the duration of their life. At the end of life the property will transfer to beneficiaries.
-Payable on death (POD). A POD is an arrangement between a bank or credit union and a client that designates beneficiaries to receive all the client's assets. The immediate transfer of assets is triggered by the death of the client. POD accounts are created by filling out the proper forms at your bank or credit union. It is a cost-free service that allows for the transfer of all checking and savings accounts, security deposits, savings bonds and other deposit certificates to charity or other beneficiaries. It avoids the probate process. The older name of POD is referred to as a Totten Trust.
-Transfer on death (TOD). Like the POD a TOD is an arrangement that transfers stocks, bonds, mutual funds or other assets to charity or other beneficiaries. It avoids the probate process but there may be a small fee. A TOD is permitted in most states but not all.
-Wills. A statement of what somebody wants to happen to his or her property after he or she dies, or a legal document containing this statement.
-Trusts. A trust is a legal arrangement by which a trustee holds and manages money or property belonging to the trustor.
-Charitable Remainder Trusts. A legal arrangement by which property or money is donated to a charity, making it tax-deductible, but the donor can still benefit from the property or income while alive.
-Charitable Gift Annuities. A qualified gift in which the donor makes a gift of cash or property in exchange for a commitment by the organization to pay income to the annuitant and a second beneficiary, if any. The annuitant (the person providing funds to the charity) receives a contract or agreement from the charity which states that the charity will pay the annuitant a fixed income for life (lives) with payments to start immediately or at some set future time. The income paid under the annuity is secured by the assets of the charity.
-Deferred Gift Annuities. A deferred charitable gift annuity is funded with cash or stock that is exchanged for the organization's promise to pay the annuitant(s) income at a future date. At the death of the last annuitant, the remainder goes to the organization.
-Charitable Lead Trusts (CLT). A CLT is almost the opposite of a charitable remainder trust. During the term or life of the charitable lead trust, an annuity or unitrust income interest is distributed each year to the designated charitable beneficiary and the assets are eventually transferred to the trustors or grantors designated non-charitable beneficiary(ies).