Welcome to Covenant Trust
Welcome

Covenant Trust Company is your financial services resource for trustee and asset management services, legacy and life planning information.

This is your gateway to information about financial and legacy planning, retirement planning and charitable gift planning. Whatever stage of life you’re in, wherever you are in your lifelong planning process, we can help. We hope you’ll explore this site to discover the many resources available here.

Covenant Trust Company partners with The Evangelical Covenant Church, its denominational ministries, and all who support them. We work with

  •  members and friends of Covenant churches
  •  pastors, missionaries, and staff members of all Covenant ministries
  •  alumni and friends of North Park University
  •  residents of Covenant Retirement Communities
  •  regional conferences, their churches and ministries
  •  supporters of Covenant Bible Camps
  •  Covenant Ministries of Benevolence, its ministries and supporters

Thanks for visiting our website. If you want more information about something that interests you, please get in touch with us. We look forward to hearing from you.

Charles A. Walles
President, Covenant Trust Company

News
News

CTC SETS 2009 GIFT ANNUITY DEADLINE
Many of us fall into the trap of leaving important things until the last possible minute. This can include decisions about charitable giving we want to do before year-end. If you're thinking about using a Charitable Gift Annuity to make a deferred gift to Covenant ministries as well as secure lifetime payouts for yourself, we encourage you to make that decision SOON.

IRA QUALIFIED CHARITABLE DISTRIBUTION EXPIRES DECEMBER 31, 2009
Did you know you can use your IRA to make a Qualified Charitable Distribution? If you're over age 70 1/2, you have only a short time left to take advantage of this opportunity.

IRS ANNOUNCES IRA ROLLOVER WINDOW
Have you already taken all or part of your 2009 IRA Required Minimum Distribution? If so, you now have a window of opportunity to reduce your 2009 tax burden.

 
Events

Walk of Faith Church
11/29/09
Budgeting, Wills and Probate

Covenant Village of Turlock
12/4/09
Investment Strategies in Turbulent Times

Cornerstone Coffee Break Cafe
12/6/09
Surviving Difficult Financial Times NOTE DATE CHANGE

 
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