WEB SF Bay

Forms

CLIENT DEVELOPED Charitable Gift Annuity Applications-

PUC Client Application.pdf
WAF Client Application.pdf
Individuals/not a charitable organization wishing to complete a CGA application should go to Charitable Gift Annuity: Map.

Charitable Remainder Trust Application

Please phone WAF-development for CRT Applications.

Direct Deposit Form

Direct Deposit USA 11 28 11.pdf
Please contact our office if you need to discuss deposit options to foreign bank accounts.

Client Page.

We appreciate your support!

This page is for you. So, please provide feedback and suggestions to the webmaster. On this page you will find WAF’s current forms, announcements, and the reference map for CGAs. Let us know if we can be of additional service. -Your WAF Team

Time & Holidays

Mid-March to Early November(Summer), WAF/Arizona are the same as P.S.T, other times (Winter) WAF/Arizona is on M.S.T.
UPCOMING HOLIDAYS/WAF Office closed:

  • January 1, 2018 (Monday)
  • February 19, 2018 (Monday)
  • May 28, 2018 (Monday)
  • July 4-5, 2018 (Wednesday-Thursday)
  • September 3, 2018 (Monday)
  • November 21-22, 2018 (Wednesday-Thursday)
  • December 24-25, 2018 (Monday-Tuesday)

Trust Accounting Access: AccuNet

Access requires AccuTrust username and password. Please use the Log in to Accunet link on the main menu.

Whom Shall I Ask?

Developing a Revocable Trust?
If this is a common procedure with WAF, your Trust Officer may help. If this is a new procedure, please contact Jim Brown.
Developing any other document (CGA, CRT, etc.)?
Please contact Jim Brown or Bonnie Navarro for questions and submission.
Need to receive or provide information regarding one of your current documents (CGA, CRT, Revocable, Irrevocables, etc.)?
Contact your assigned WAF Trust Officer.
Fee and billing question?
Contact Bo Fuller.
Not sure?
Contact your assigned Trust Officer. They’ll point you to the right team member for a response.

States Served for CHARITABLE GIFT ANNUITIES

Services Offered Through

Western Adventist Foundation
Hawaiian Association of SDA
Pacific Union Conference of SDA
Services Not Offered

Click on a state icon below for more information on WAF service availability.

Alaska

Washington

WAF does not currently offer annuities in the following states: AL, MD, and WA. Please contact our office if you would like to discuss other planned giving options.

Oregon

California

Hawaii

Idaho

Nevada

Utah

Arizona

Montana

Wyoming

Colorado

New Mexico

North Dakota

South Dakota

Nebraska

Kansas

Oklahoma

Texas

Minnesota

Iowa

Missouri

Arkansas

Louisiana

Wisconsin

Michigan

Illinois

Indiana

Ohio

Kentucky

Tennessee

Mississippi

Alabama

WAF does not currently offer annuities in the following states: AL, MD, and WA. Please contact our office if you would like to discuss other planned giving options.

Vermont

New York

Pennsylvania

West Virginia

Maryland

WAF does not currently offer annuities in the following states: AL, MD, and WA. Please contact our office if you would like to discuss other planned giving options.

Virginia

North Carolina

South Carolina

Georgia

Florida

Maine

New Hampshire

Massachusetts

Rhode Island

Connecticut

New Jersey

Delaware