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Welcome to the Southern New England Conference Planned Giving & Trust Services Web Site Thank you for giving to the Lord.
Your gifts have opened doors, given hope and introduced Jesus to so many. Our hope is stronger because of your generosity and commitment. We praise God for the marvelous work He is doing through you. Your gifts and contributions are appreciated by others as well.
One of your more notable supporters in philanthropy is the United States Government. Yes, your gifts to the Southern New England Conference Ministries is appreciated and even encouraged by the leaders and lawmakers of our great nation. Their appreciation is expressed in the form of tax incentives and deductions.
There are many ways to reduce taxes and even increase personal income as you make your contributions to the different Southern New England Conference ministries.
Are you realizing the full tax benefit for your generosity? Is your choice ministry enjoying maximum impact from your charitable gift? Please be sure to contact us if we may be of assistance in this area. (978) 365-4551.
| Personal Planner | Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name they are called "spendthrift" trusts. More ... |
It is Mutually Beneficial!
There are several types of plans with wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. Click on the picture to meet each friend and view their story.
 | Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
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.
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@sneconline.org.
If you are a professional advisor, you may take the following steps on this site.
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