To view this page ensure that Adobe Flash Player version
11.1.0 or greater is installed.
planned giving and trust ser vices
I Bequeath . . .
“You can make bequests in your will in various ways,” began the Planned Giving
director. “If you have the book George’s Tree, 1 turn to Section 2.3, “Deferred Gifts,”
and look at “Charitable Bequest” for examples.”
“My grandfather left $30,000 in his will for our new church building,” 2 offered
Henry, an earnest young man. “The church board used it toward buying pews.”
“Yes,” the director replied, “that would be both a specific bequest and a charitable
bequest. Your grandfather’s estate would receive an official receipt for tax credits
in his final tax return.” 3
“If someone leaves money to me,” Susan grinned, “what would that be?”
“Definitely not a charitable bequest,” the director smiled. “You aren’t a
“However,” added the director, “we should define the difference between
specific and residual bequests. When an exact amount is specified in the will, the
bequest is specific; bequests from money left over after specific bequests are paid,
would be called residual bequests.”
“I’ve got it!” Susan jumped in again, “If you look at the residual bequest example
in George’s Tree, the amount left over after the specific bequest amount is paid to
the children, called the residue, goes to the Quebec Conference for religious book
translation.” “You are correct,” the director was pleased. “And to avoid a challenge to your
will, I highly recommend you discuss your bequest wishes with your family.” n
1 Receive your free copy of George’s Tree: The Story of a Well-planned Gift, Seventh-day Adventist Church in Canada Edition,
by calling 905/433-0011 x2078, or by emailing firstname.lastname@example.org.
2 Wills Seminar topics are currently continuing from month to month.
3 Names, amounts and bequests are examples only and are not actual.
4 Nothing in this story should be considered as professional advice. Always get legal and financial advice when making your will.
Becky How do you let your light
shine for the Lord?
AT THE SCARBOROUGH CHURCH IN ONTARIO,
AND THE COLLEGE HEIGHTS CHURCH IN ALBERTA.
Kristy Feeley: I like to remain connected to non-Christians and to show them that being an
Adventist Christian is a positive thing. Showing people God by your actions is much more
effective than preaching to them.
Sharon Alexander: By being a friend. I always try to share a smile, a hug, or just to say
hello, and usually that opens up the opportunity to share.
Joy Fehr: I believe it is important to interact with shop owners and business people
courteously and respectfully. I do my best to smile and say please and thank you. I
have had many service people say they are blessed by their interactions with me. I
think that in some small way in behaving like this, I am letting Christ shine through me.
M M ay 2 014