Planned Giving & Trust Services

Planned Giving & Trust Services provides information to individuals that will assist them in using gift planning documents such as Wills, Trusts, Gift Annuities, Power of Attorney and Health Care Directives; that will provide for and protect family members and support God's work in Northern California and beyond. Our department has received the highest possible accreditation by the North American Division of the General Conference of Seventh-day Adventists and certification for all of our planned giving professional staff. We are committed to assisting you with helpful information regarding the best way for you to benefit through a planned gift and to assist you with planning for the distribution of your estate. Please give us a call or click the "Contact Us" button on the left and we will be happy to assist you.

IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and...
More
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
More
Social Security Benefits Increase by 2.8% in 2019
Washington News
The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the...
More
scriptsknown
© 2018 Crescendo Interactive, Inc. PRIVACY STATEMENT