916-886-5699

2100 Douglas Blvd, Roseville, CA

Estate Planning, Charitable Giving
And The Northern California Conference

The Planned Giving Department 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 at 916-886-5699 and we will be happy to assist you.

Read More
Text Resize

You are at: Planned Giving > Gift Options > Donor Stories

Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

  • Bequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
    More
  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
    More
  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
    More
  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
    More
  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
    More
  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
    More
  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
    More
  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
    More
  • Flexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
    More
  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
    More
  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
    More
  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
    More
  • Deferred Gift Annuity
    Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
    More
  • Gift Annuity for Real Estate
    Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
    More
  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
    More
  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
    More
  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
    More
  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
    More
scriptsknown

Power of Attorney

If you want to be sure that a person you trust will be able to make decisions for you when you are unable to do so, you can create a power of attorney agreement for healthcare or finances. A power of attorney for healthcare allows a person (known as your agent) to make decisions about the medical care you will or will not receive. A power of attorney for finances allows your agent to manage your financial affairs. Your agent must make decisions consistent with what they know your wishes are, even if they personally disagree. If they do not know your wishes on a particular matter, they must act in your best interest. You can give your agent broad authority to make decisions related to your financial or health care needs, or you can limit their authority to certain types of decisions. Depending on your needs, we can help you create a power of attorney agreement that will be active immediately, will go into effect if you become incapacitated, or will only be in effect for a limited time or under specific circumstances.

Contact Us
  • Estate Planning News
  • E-newsletter
  • Probate
    • 916-886-5699

    2100 Douglas Blvd.
    Roseville, CA 95661

    View Map