Trust Services & Planned Giving

Estate planning is an important part of stewardship.  It provides an opportunity for you to make thoughtful decisions about how your assets will be disbursed at your death, who will administer your estate, who will take care of your minor children or disabled family members and gives you an opportunity to benefit your church.  To make decisions and have documents already in place before they are needed is a method to make your wishes known.

Do not assume that the state’s distribution for an individual who dies without a formal Will is the plan that you might need.  There are many things to consider.

We welcome the opportunity to help you prepare a Family Information Form.  Our confidential interview is the initial step prior to the attorney interview in the document preparation process.

Trust Services personnel have received specific education and are certified by the North American Division Planned Giving and Trust Services Certification and Accreditation Committee.  We are required to complete yearly continuing education courses to maintain our certification.  The department office practices and records are regularly audited by the Columbia Union General Conference Auditing Service.




Additional Links:
Planned Giving & Trust Services Website
Planned Giving Resources
Family Information Organizer
Maryland Disclosure
West Virginia Disclosure 
CURF Loan Policies & Procedures

(You may complete the Family Information Organizer and e-mail it back to Trust Services to review before it is sent on to the attorney.  West Virginia residents must sign the West Virginia Disclosure form.)


 
EDUARDO MUÑOZ Treasurer

Departments:
Treasury
Trust Services & Planned Giving


    Phone Extension: 316
    Email: emunoz@ccosda.org
SEÁN ROBINSON Director

Departments:
Trust Services & Planned Giving


    Phone Extension: 341
    Email: srobinson@ccosda.org
TOM BOGGESS Feild Representative

Departments:
Trust Services & Planned Giving


    Phone Extension: 345
    Email: tboggess@ccosda.org

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Mission Statement

To reach the Chesapeake region with the distinctive Christ-centered Seventh-day Adventist message of Hope and Wholeness.

Get in touch

  • Address: 6600 Martin Road
         Columbia MD 21044

  • Phone:  410-995-1910
       301-596-5600

  • Fax:   443-917-2920


  •  Monday: 9:00 am - 5:00 pm
  •  Tuesday-Thursday: 8:00 am - 5:00 pm
  • Friday: Closed

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