Contact Us
Ways You Can Give
Gift Annuity
Donor Advised Fund
Annuity Trust
Unitrust
Living Trust
Lead Trust
Life Estate
Real Estate
Retirement Assets
Gift of Stock
Pooled Income Fund
Summary
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Pacific Union College
Pacific Union

Gift Planning & Trust Services can help you “exercise your intellect” to build financial security, protect your loved ones and sustain the causes you love.

Contact Us . . . You may complete the form below or contact a gift planning consultant from your local conference, or call
(805) 497-9457.

  Age 

Gender    Marital Status 

Do you have?
(check all that apply)
 

 Minor children   Adult children   Other dependents (such as parents, disabled relatives
 

What are your primary reasons for contacting Trust Services?
(check all that apply)


 

 Need a new will
 Discuss existing wills, trusts or other estate
    documents
 Discuss guardianship for minor children
 Discuss a planned gift to the church or other
    Adventist cause
 Other, state

Optional: If you are interested in making a gift to the church/other Adventist cause, do you have a beneficiary in mind?

 

 

Name (first, last)*

Address

City

State/Province

Zip Code

  Country

Union

Conference

Daytime Phone

Area Code   Number   

Evening Phone

Area Code   Number   

E-mail Address*

© 2000 Gift Planning & Trust Services, Pacific Union Conference of Seventh-day Adventists.
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This organization is not engaged in legal or tax advisory services. For advice or assistance in specific cases, the services of an attorney or other professional advisor should be obtained. The purpose of this web site is to provide accurate and authoritative information of a general character only. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these type of gifts.