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Planned Giving & Trust Services/Property Management
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Planned Giving & Trust Services - Our mission is to provide gift planning information and options for donors who wish to financially support the mission of the Seventh-day Adventist Church. We fulfill our mission by:
  • COMMUNICATING  the spiritual principals of gifting accumulated assets to members and friends of the Northern California Conference.
  • PRESENTING gift plan examples to prospective donors that may meet their needs.
  • SHOWING donors that the financial needs of the Church are opportunities for support through their planned gifts.
  • ENCOURAGING donors to seek qualified legal and tax advice to help ensure that their donative intentions are best served.
  • MAINTAINING the most current standards of training, expertise, and practice by all planned giving personnel.
Since the last constituency session, the department has continued to expand its work throughout the conference. Director Rich Magnuson and the two planned giving consultants have presented over 100 Sabbath sermons, seminars, and workshops. They have also supported local church ministries, including giving presentations at church retreats, financial seminars, and community legal aid fairs.

Support for church ministries through matured planned gifts has remained healthy since 2014, with a total of over $2.5 million in gifts supporting the work of the Seventh-day Adventist Church. Of that amount, over half a million dollars went directly to local churches and schools in this conference, and over $2.2 million was designated for the support of conference ministries.

Each year at Redwood Camp Meeting, the department staffs an information booth, presents seminars on current topics, and provides individual planned giving and attorney consultations for church members to assist them in their estate and gift-planning needs. Last year these seminars were among the best attended in the entire camp!

Our members continue to make good use of our redesigned planned giving website at www.SDALegacy.org. It includes weekly updates and an online wills planner that anyone can use to get started with his/her own personalized estate plan. Also, we have a Facebook page devoted solely to the planned giving ministry - www.facebook.com/ncclegacy - and every week we share new stories about how planned gifts are changing lives by funding ministries throughout the conference.

Property Management - Churches and schools benefit from an exemption from property taxes on most of their property, saving thousands of dollars that can be employed in ministry. County tax assessors across the conference territory have dramatically increased their scrutiny of all claims for property tax exemptions, so this department has begun filing for multiple types of tax-exemptions, as well as providing guidance to churches and schools on ways to minimize exposure to tax assessments.

Since 2014 the department has actively assisted several NCC churches in the purchase of church facilities or the expansion of their existing facilities. In 2016 we helped facilitate the purchase of the first Hmong Adventist church in North America. Located in Oroville, this growing congregation will continue its active outreach to the tens of thousands of Hmong speakers in Northern California. In addition, the department assisted the Hayward Spanish church and the Yreka church as they completed new sanctuaries to expand their capacity and outreach in their communities.

The NCC Planned Giving & Trust Services/Property Management Department’​s services are available to all church members without regard for income or accumulated assets. Magnuson and his team stand ready to serve church members in establishing lasting legacies that will benefit and provide security for themselves, their families, and the Lord’s work. Email giftplan@nccsda.com or visit the website at www.SDALegacy.org.

“Death will not come one day sooner, brethren, because you have made your will” (Counsels on Stewardship, p. 328).

 


Richard Magnuson

Director
Planned Giving & Trust Services/Property Management

Richard.Magnuson@nccsda.com
Northern California Conference of Seventh-day Adventists | 401 Taylor Blvd. | P.O. Box 23165 | Pleasant Hill, CA 94523 | (925) 685-4300 | info@nccsda.com