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.

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Charitable Gift Annuity

Are you looking for a secure source of fixed income for now or your future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.


Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
NCC-SDA

How it Works

A charitable gift annuity is a contract between you and Northern California Conference of SDA.

  • You transfer property to Northern California Conference of SDA. In exchange we pay you fixed income for life.
  • The fixed income can be quite high depending on your age.
  • A portion of your income stream may even be tax free.
  • You will receive a charitable deduction for your gift of the remainder to Northern California Conference of SDA and the satisfaction of furthering our mission.

Types of Assets You May Give

  • If you decide to fund your gift annuity with cash, a significant portion of the annuity income will be tax free.
  • You may make a gift of your appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

Start Receiving Payments Now with a Current Gift Annuity

If you desire current income, you may transfer property in exchange for our promise to pay you fixed income beginning as early as this year. You will receive a income tax charitable deduction this year for the value of your gift to Northern California Conference of SDA.

Deferred Gift Annuity for Income at Future Date

Perhaps you are not ready to begin receiving income until a future date, such as when you retire. You can establish a deferred gift annuity, receive a charitable income tax deduction this year and receive payments at a designated future time. Best of all, because you deferred your payments, your annual payment will be higher than with a current annuity. Contact us about flexible date options for your future income.

Contact us about flexible date options for your future income.

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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.

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    • 916-886-5699

    2100 Douglas Blvd.
    Roseville, CA 95661

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