Covenant Trust Company can assist with Legacy Giving
The Northwest Conference partners with Covenant Trust Company® [CTC] to provide resources and assistance with financial and legacy planning. CTC's local Financial Services Representative, Kevin Lawson, works with individuals, conference ministries and churches. Whether you need help with personal legacy or financial plans, arranging a workshop for your ministry, having Covenant Trust Company provide professional management for ministry funds, or just need some information to get started, Kevin is here to serve you.
The Covenant Trust Company website (www.CovenantTrust.com) has a wealth of information you can use. In addition to news items and a complete schedule of CTC workshops, there are sections on asset management, trustee services, legacy planning and life planning, plus services available through Covenant Trust. Here are some other helpful links:
Brochures and 'use it now' planning information........... www.covenanttrust.com/resources
Includes Records Retention Schedule; Personal Net Worth Statement;
Cash Flow Analysis; Faith, Family & Finances: A Lifelong Journey;
Your Stuff: What Do you Have; Revocable Living Trusts; Financial
Planning Checklist; What is Your Ministry's Legacy and much more
Retirement Planning information and calculators........... www.CovenantTrust.com
Click on 'Retirement Central' from our home page
IRA questions and answers; Social Security and Medicare
links and information; planning calculators; financial planning
concerns for all ages and more
Charitable Gift Planning ideas and examples........... www.CovenantTrust.com
Click on 'Gift Legacy' from our home page
Includes 'Savvy Living'; 'Washington Hotline'; donor stories and
examples for creative charitable deferred giving; plus updated
information on taxes, legislation other items of interest
If you're interested in naming the Northwest Conference, one of its churches, camps or other ministries in your legacy plan, contact Kevin Lawson to take advantage of the resources Covenant Trust Company offers.
CTC Financial Services Representative for the Northwest Conference:
Kevin E. Lawson
877-222-3960 [toll free]
Email Kevin
