Gift and Estate Planning


Gift and Estate Planning

Each year many alumni and friends take advantage of planned giving benefits. These arrangements provide opportunities to creatively and efficiently accomplish your charitable and personal goals.

Our Planned Giving website provides detailed information, examples, and related news.

Benefits of Planned Gifts:

  • Save capital gains, income, and inheritance taxes
  • Receive income for life at a competitive rate
  • Honor a loved one
  • Help extend God’s kingdom beyond your lifetime

Most Popular Planned Gifts:

  • Charitable IRA rollover
  • Including Southeastern in your will or living trust
  • Charitable Gift Annuity
  • Charitable Remainder Trust

. . . learn more at our Planned Giving website

Estate Planning Service with the Free Will Baptist Foundation
Alumni and friends can receive estate planning services at little or no cost through a special partnership with The Free Will Baptist Foundation. The Free Will Baptist Foundation has been helping Christians develop estate plans that honor God by providing for their families and helping extend His kingdom. Let us know if you would like to take advantage of this excellent service.

Questions?
Don’t hesitate to contact Steve Berry or Vicky Morris if you have questions or would like to learn more about options that can help you accomplish your goals.

Steve Berry
P.O. Box 1960
Wendell, NC 27591
321-917-2376
Email

Vicky Morris
P.O. Box 1960
Wendell, NC 27591
919-365-7711
Email