Northern California Conference Planned Giving

Northern California Conference Planned Giving Thank you for your interest in Estate Planning and Planned Gifts. We're here to help you create secu

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 e-mail and we will be happy to assist you.

Here is a helpful article on a subject we frequently get questions about.
07/12/2023

Here is a helpful article on a subject we frequently get questions about.

Parents have many reasons for making gifts to children. First, a parent should have sufficient resources for retirement and long-term care needs before making substantial gifts. Once you have acquired

06/29/2022

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...

Thinking of downsizing?
05/17/2022

Thinking of downsizing?

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...

02/16/2022

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...

DID YOU KNOW? Charitable donations made directly from a traditional IRA can save taxes-even if you don't itemize! For pe...
06/14/2021

DID YOU KNOW? Charitable donations made directly from a traditional IRA can save taxes-even if you don't itemize! For people 70½ and older the Required Minimum Distribution (RMD) is now back after a one-year Covid-19 break. However, you (and if married your spouse as well) can transfer up to $100,000 yearly from IRAs directly to a charity and those donations count towards your RMD.
So how does that help save on your taxes? Well, qualified charitable distributions from your IRA are not taxable
and so are not added to your Adjusted Gross Income (AGI) - reducing your taxable income even if you don't itemize your deductions. The IRA-to-charity strategy can be a good way to get tax savings from your regular charitable gifts (tithes & offerings) or a special gift even if you no longer itemize due to the higher standard deduction.

Interested in learning more? Contact the Planned Giving Department to learn more. [email protected]

Looking for a way to make a gift, Generate Lifetime Income AND save on your Taxes?
03/15/2021

Looking for a way to make a gift, Generate Lifetime Income AND save on your Taxes?

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...

Serving in the time of Covid-19. Read about how one inner-city church is making a difference.
10/16/2020

Serving in the time of Covid-19. Read about how one inner-city church is making a difference.

While sheltering in place, the Oakland Immanuel Temple church health committee began to brainstorm ways to be of service during the pandemic. At the same time, church elder Mickel Jenkins started walking around Lake Merritt for exercise and met people who were stressed and in pain. Church members began taking the mobile health unit to locations where people gather and found a vibrant merchant community at Lake Merritt. “We were invited to join the city’s trial vendor program, and on the first Sunday of October, we joined the vendors at the lake,” said Rose Robinson, the church's health ministry leader.

The group set up a booth offering health tests, health age analysis, and body metrics. A nursing student from California State University, San Francisco helped with the medical testing. (The head of the nursing department at the university heard about the health team and asked if her students could be involved this semester.)

The response was very enthusiastic! Church members prayed with a number of those who stopped by the booth, and one person expressed interest in studying the Bible. “We were truly blessed that we were able to pray with people who had overwhelming needs,” said Robinson. “At the same time, we were able to give health information and encourage people to take care of their health and wellness.”

With so many seniors staying home during the pandemic they may be at more risk than ever for fraud and abuse. Learn how ...
10/08/2020

With so many seniors staying home during the pandemic they may be at more risk than ever for fraud and abuse. Learn how to recognize and stop it.

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...

Many Retirees are facing an economic crisis on top of a Covid crisis. There are resources that can help. You can check t...
08/17/2020

Many Retirees are facing an economic crisis on top of a Covid crisis. There are resources that can help. You can check them out in this timely article.

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...

During this extended shelter-in-place response to the Covid-19 outbreak our Planned Giving Staff are still doing the ess...
05/12/2020

During this extended shelter-in-place response to the Covid-19 outbreak our Planned Giving Staff are still doing the essential work of serving our members with their needs for new gift-planning estate documents or to update their existing gift plans. We can be reached via email: [email protected] or by phone to 916-886-5667 to leave a message for us. You can also visit our newly updated web page for more information at SDALegacy.com. Thank you!

Important news concerning rebate checks!
04/08/2020

Important news concerning rebate checks!

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...

Address

2100 Douglas Boulevard
Roseville, CA
95661

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm

Telephone

(916) 886-5699

Alerts

Be the first to know and let us send you an email when Northern California Conference Planned Giving posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Place Of Worship

Send a message to Northern California Conference Planned Giving:

Share