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
Many years ago, Clara bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built it. Over the years, the stock has increased in value many times.
Clara: I have enjoyed my home and I thought if I like my home, other people would like theirs. Because I was a happy homeowner, I purchased shares of stock in this homebuilder. It was a good investment.
While the stock has gone up in value several times, I am now tired of guessing the market. In the last few years, the stock has gone up and down in value. I think it would be much better to have a good fixed return and not worry about the stock markets.
Clara called her favorite charity and discovered that she could receive a return of almost 6.4%, based upon her age. This fixed payment was in addition to a large income tax deduction. Clara decided to transfer $10,000 of appreciated stock to our organization.
Clara: I am delighted with my gift annuity. I receive 6.4% and saved over $1,500 in income taxes. This plan has been great. Best of all, I no longer have to watch the markets go up and down. I now have peace of mind.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.
