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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. 

PARTNER

CHOOSING A TRUST MANAGEMENT

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 23 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 40 organizations.

  • Currently managing more than 200 million in irrevocable funds.

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