Covenant Trust Company
Covenant Trust Company provides trustee and management services for most revocable living trusts and various types of irrevocable trusts arranged by Covenant Estate Planning Services. Covenant Trust Company also assists individuals, local churches, conferences, camps, etc. with additional management and investment services.
The Midwest Conference partners with Covenant Trust Company (CTC) to provide resources and assistance with financial and legacy planning. CTC’s local Financial Services Representative, Lavern Holdeman, works with individuals, conference ministries and churches. Whether you need help with personal legacy or financial plans, arranging a workshop for your ministry, having CTC provide professional management for ministry funds, or just need some information to get started, Lavern is here to serve you.
The CTC website: 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.
- Brochures and planning information – This area of the Covenant Trust Company website 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 – Once on the CTC website, click on “Retirement Central.” This area includes 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 – Once on the CTC website, click “Gift Legacy.” This area includes “Savvy Living”: “Washington Hotline”: donor stories and examples for creative charitable deferred giving; plus updated information on taxes, legislation and other items of interest
If you’re interested in naming the Midwest Conference, one of its churches, camps or other ministries in your legacy plan, contact Lavern Holdeman, the CTC Financial Services Representative for the Midwest Conference, to take advantage of the resources CTC offers. Lavern can be reached at (877) 768-1763.