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The team at Western Adventist Foundation is dedicated to you and to God’s work through the Seventh-day Adventist Church. From managing millions of dollars to performing basic accounting tasks, all our work is executed with this focus in mind. 

DO FOR YOUR MINISTRY?

WHAT CAN WAF

Choosing A Trust Management Partner

A leap in the dark—it’s not the first step you want to take when you’re choosing a partner to help manage your assets. That’s why before selecting a team of professionals to assist you, we suggest you consider these questions:

  • How long has the firm been in business?

  • Is this potential financial partner prepared to educate you about both the risks and benefits of giving?

  • What qualifications does the firm possess?

  • What technological capabilities are utilized?

  • How secure are its systems?

  • How do employees stay educated and up-to-date with state and regulatory changes?

  • What best practices are in place?

  • What are the goals and mission of the company?

  • Finally, are you comfortable working with this firm?

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Not just anyone is qualified to manage your finances. You want a team that understands your ethics, beliefs and values while at the same time possesses the legal knowledge and financial wherewithal to take your organization to the next level.

 

WAF strives to maintain a high level of transparency in the work that we take on for your organization while maintaining complete confidentiality of those on whose behalf we are working. Our longstanding knowledge of this business coupled with our best practices and expert team positions us to serve you like no other entity. A few of the benefits you’ll discover when working with WAF include:

  • Consulting.

  • Online access.

  • Legal expertise.

  • Access to investment advisors.

  • An investment committee for policy approval.

  • State-of-the-art security systems.

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OUR   

SUCCESSES

Thanks to the commitment of our team, the faith our clients put in us and God’s blessings, we are grateful to be able to say that we’ve made the following achievements, including:

  • Operating successfully for over 25 years.

  • Contributing more than 100 million to the work of the church.

  • Growing an average of 20 percent a year for the past ten years.

  • Currently serving more than 80 organizations.

  • Currently managing more than 400 million in irrevocable funds.

Confident Giving Starts with Trusted Support

 

At WAF, we understand how important it is to honor God with every financial decision. That’s why we take care of the details—so you can focus on your calling, whether that’s leading a ministry or supporting one through your giving.

When you work with WAF, you can be confident that everything will be handled with care and integrity. Our team brings years of experience in faith-based financial services, helping both organizations and individuals make the most of the resources God has entrusted to them.

  • Financial and administrative support, such as:

    • Maintaining accurate records

    • Assisting in the creation of charitable gift plans

    • Distributing gifts in a timely and organized manner

    • Preparing and filing taxes

    • Managing donor lists and files

    • Stewarding endowment funds

  • Charitable gift annuities – A charitable gift annuity can provide dependable income to the donor while also supporting the ministry of their choice. WAF works to structure each annuity in a way that serves both the giver and the ministry well.

  • Charitable remainder trusts – These giving tools can be tailored to meet a variety of family and ministry goals. WAF provides thoughtful planning and reliable administration for the life of the trust.

  • Ministry support for long-term giving – We help ministries care for their donors and prepare for the future by managing the administrative side of charitable gifts with integrity and transparency.

  • Education and donor communication – We equip both ministries and donors with clear information about how different giving options work—always with the goal of honoring the donor’s intent and serving the mission. 

We also assist donors who want to make meaningful gifts to the ministries or causes they care about. While we don’t offer legal advice or create documents that benefit our own foundation, we’re always glad to explain how different giving tools may align with your goals. Our role is to serve your vision—not our own.

Downloads & Links

Please find the 2025 downloads below:

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2025 CGA Applications

Download our library of

CGA applications (note: Legacy CGA Applications are for tax year 2025 only).

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Partners in Ministry

Looking for a ministry to support with your planned gift? View our list of organizations that WAF has experience working with in the area of planned giving.  

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Individual Applications

If you're looking for just one specific application or a particular service, please visit the SERVICES tab of the website or click on the link provided below.

© 2025 by Western Adventist Foundation (866) 356-5595info@wafsda.org

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