Fast Facts
$35 million in trusts and annuities are administered annually, representing nearly 400 charitable documents.
Distributed $9.6 million in benefits to donors and nearly $5.3 million to beneficiaries in the last five years, benefiting family, local conference ministries and other mission-driven organizations.
NPUC church members made possible nearly 120 new building-related projects through support of the mission of the revolving fund.
Summary
A growing number of Adventist members want to manage their resources in a prudent manner that not only benefits their families, but also the ongoing work and mission of their church. Your local conference and union planned giving and trust services departments provide these services free to members who have a charitable intent. It is our desire to continue serving in a way that benefits the mission of the local church and conference.
Mission
The planned giving and trust services department cultivates, designs, and facilitates gifts to further the work of the Adventist Church throughout the NPUC.
What's Been Accomplished
Accreditation — Maintained level "A" accreditation for all Northwest local conference trust services departments by providing training and certification.
Seminar Assistance — Assisted local conferences in preparing and presenting financial and estate-planning seminars.
Trust Management — In cooperation with local conferences, managed trust and annuity documents.
Revolving Fund — Administered the revolving fund which provides much needed resources for facility advancement.
The Challenges Ahead
Donor Relationships — We must find ways to meet the needs of project-based donors through planned giving opportunities.
Younger Members — We will work with younger members by tailoring estate plans to meet their changing needs.
Online Coordination — We must update the NPUC trust services website to highlight the cooperative efforts of the local conference and union planned giving departments.
Appreciation — We will look for additional opportunities to thank our members for their support of the church's mission.
Debbie Morauske, administrative assistantBonnie Rhodes, administrative assistantLori Ermshar, administrative assistantKimberley Schroeder, directorJon Corder, treasurerAllee Currier, assistant treasurerl
