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Western Adventist Foundation
1225 Washington St, Ste. 120 Tempe, AZ 85281 (602) 220-0042 (602) 220-0041 E-mail: waf@puconline.org
What We Can Do For You:
Gift Development Professional Asset Management Trust Financial Record Keeping Fiduciary Tax Reporting Estate Settlement Cost Efficient Management
The Western Adventist Foundation provides high quality, cost efficient trust and asset management services to Seventh-day
Adventist denominational organizations.
Traditionally, planned giving and trust programs have been organized around a conference or institution with all development
and trust management duties and operating costs being absorbed by the sponsoring organization.
This has resulted in duplication of management services within the denomination and higher undistributed costs being born by the sponsoring institution.
By out-sourcing the management functions of the trust program, the conference or institution can focus its energies on the development
of gifts from supportive donors.
The Foundation was formed by the Pacific Union Conference in 1997 as a California nonprofit religious corporation and began
operating in January 1998. It has been accepted for denominational status by the North American Division of the General Conference of
Seventh-day Adventists and is tax-exempt under the church IRS 501(c)3 group exemption.
A board of directors, chosen by the membership which is the Pacific Union Conference executive committee, governs the
Foundation. It is currently located in Tempe, Arizona.
Technical Aspects
A recognized accounting and trust management software system is used by the Foundation which is accessible through up-to-date
computer hardware. Investment consultants and specialists are used on a regular basis to provide current information for investment decisions.
The Foundation is represented by legal counsel specializing in gift planning and trust law who also has extensive denominational policy experience.
We are enthusiastic about the opportunities that exist to provide service to the church and look forward to helping to fulfill your dreams for your organization.
Meet the Officers:
James H. Brown, president, is chief executive
officer of the Foundation. Over the past 10 years, he has held major trust management positions in the Central and Northern California Conferences
and most recently at Loma Linda University Foundation where he was associate manager.
Jim Brown, President Western Adventist Foundation
1225 Washington St, Ste. 120 Tempe, AZ 85281 (602) 220-0042 (602) 220-0041 FAX
Larry (Bo) Fuller, Chief Financial Officer
Western Adventist Foundation PO Box 7269 Westlake Village, CA 91359 (805) 413-7609
Daniel Toews, Enrolled Agent/Treasurer Western Adventist Foundation PO Box 7269 Westlake Village, CA 91359
(805) 413-7609
Karen LaMadrid, Esq.
Corporate Secretary and General Counsel Western Adventist Foundation PO Box 7269 Westlake Village, CA 91359 (805) 413-7609
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