SCC

OFFICE OF TRUST SERVICES

Michael A. Harpe
Michael A. Harpe Director (Ext 128)
Ellowyn Bell Ellowyn Bell - Secretary (Ext. 133)


Winter is a Special Season
Some people have a hard time liking winter. The cold air, snow and ice curtail many favorite activities. And short sleeve shirts are only useful if they are covered by several layers. More ...

 

ePostcard Article - A New Year's Resolution  ... Read Further...

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.

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 >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Double My CD Return
Nate is a retired high school English teacher. He has been a careful saver and has a number of certificates of deposit, but he has seen her income decline. More on Double My CD Return >>.

 

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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View the Personal Finance Note for this week.
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Meet our planned giving staff. We are here to help you