Trust Services

Exciting Way to Support Students

We have an incredible opportunity to participate in the Pennsylvania Educational Improvement Tax Credit program through a Special Purpose Entity.

Any individual or corporation who pays at least $3,500 dollars in Pennsylvania Income Tax is eligible to participate in the program. The donor estimates their 2023 Pennsylvania income tax liability and signs a one-page Joinder Agreement with the Special Purpose Entity to reserve the dollar amount of income tax credits they are applying for.

The donor receives a 90% state income tax credit for their donation to the program and a 10% charitable deduction to be used on their Federal Income Tax return. For example, a $10,000 donation results in a.$9,000 dollar Pennsylvania state income tax credit and a $1,000 charitable deduction on their Federal Income Tax.

For a school to participate they must be a PreK through 12th grade tuition-based school in Pennsylvania. There is no cost to the schools or the Pennsylvania Conference to participate in this program. All nine of our grade schools as well as Blue Mountain Academy are eligible to receive funds from this program.

The best news is that 100% of the donor’s contribution to the fund goes to the designated school and is to be used solely for scholarships.

 Obviously, this program is not for everyone, but for those donors who can participate, the gift will be a life changing event for the students who receive the scholarships.

Time is short to apply for this year. Prayerfully consider how you can participate in this program. Your application needs to be submitted by December 11, 2023.

For more information about this program and how to apply, contact: Yvonne (Bonnie) Navarro, Esq., Director, Trust Services at  480-766-9895 or email bnavarro@paconference.org.

Estate Planning

Estate Planning for Men

How Can a Man Protect Himself and His Family After Death?

Nobody wants to think about the fact that they will die one day, but a responsible guy considers how his family will suffer after he’s gone.  You want them to properly mourn your passing, not spend the entire time trying to figure out your chaotic finances.  When you plan for your death, you are performing a loving act for your family while assuring that your wishes will be followed.

You don’t need to have tons of assets to have a Will.  You don’t have to wait until you are getting older than you are.  In fact, you should start thinking about creating a Will as early as in your 30’s.

A father will want someone to take care of his minor children after his death.  Even if you are married, you both should have Wills detailing who will become the guardian of the minor children.  When you’ve gotten divorced, remarried, had a child, or are widowed, you will want to update your Will to reflect these changes.

Estate Planning for Women

Don’t Make These Mistakes

Women are seemingly always on the go.  We are keeping up with work, kids, finding time to spend with our spouse, family, friends, have private worship time or even more seldom finding time for ourselves.  There is constantly something or someone competing for our attention.  We frequently find ourselves trying to carve out time to get everything on our collective to-do lists done.  And women are not only checking items off the to-do lists, they are often the ones creating the to-do lists as well!

While our daily lives are important, it’s equally important to plan for the future.  Making a Will is an often over-looked task widely regarded as an uncomfortable chore. It has been proven that women live longer than men, meaning it’s important that women make it a priority to create a Will.

A common misconception that people have about creating a Will is that you need a certain amount of wealth before you put anything in writing.  The truth is that having a Will is for everyone.

Estate Planning for Singles

Do I Really Need a Will?

You’re single and you don’t have a Will.  Perhaps you think you don’t need a Will because you are not wealthy and don’t have kids.  Or maybe you have done nothing about creating a Will because you have no idea what to do or how to start.

Estate planning for single people can be especially challenging.  Couples often rely on each other for support with important life events, but singles need to find qualified people who are willing to help.  That’s true whether you have never married or are divorced or widowed.  If you have minor children, you must also find someone who will look after them if you can’t.

Single people often procrastinate because they do not know whom to name as a beneficiary or as the Executor in their Will.  Create a Will, put someone down! You can always change it as your situation changes.  If you don’t name someone, the Courts will, and it might not be the people and certainly not the charities you would want.  Having a will is crucial, whether you are single or married, parent or not, wealthy or not.

Creating an Estate Plan and Will

The Pennsylvania Conference Trust Services team believes that having a Will is a necessity and provides this service at no charge to you.  It’s easy to protect your assets, provide for your loved ones, and support God’s work with a customized Will no matter how busy your life may be.

When you have put your own estate plan in place, and keep it updated, you will then be able to have confidence and peace of mind as a faithful manager of all of the blessings that God has entrusted you with.

Call us for information on how Pennsylvania Conference can assist you in preparing your Will, or to ask any questions that you might have about the process.

Our Team