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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Endowment Gifts

You can leave a legacy to perpetually support the causes you love with an endowment gift. An endowment is a fund you can create now or in the future to achieve the impact you desire. The income earned on your endowment will provide lasting annual support to your charitable causes.

You enjoy several benefits with an endowment gift

  • Establish an endowment during your lifetime and see the impact each year
  • Benefit from an income tax deduction in the year you make your gift
  • Avoid capital gains tax on an endowment gift of appreciated property

How an endowment gift works

  1. You make an initial gift to fund an endowment
  2. The assets in your endowment are invested to earn income
  3. The income is distributed annually to achieve your desired impact
  4. You can make additions during your lifetime or supplement your endowment with your estate plan

Income distributed from your endowment

At the time you create your endowment, you sign an endowment agreement that details the scope and desired impact of your endowment funds. Your funds will generally be invested to produce stable, predictable growth. Each year, a set percentage of your endowed funds will be distributed according to your endowment agreement.

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If you have any questions about endowment gifts, please contact us. We would be happy to assist you and answer any questions you might have.

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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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