Estate Planning

Leave a legacy of faith and service to your family, your church, your community, and your world.

The Baptist Foundation of California offers assistance to Southern Baptists in creating Christian Estate Plans. A Christian Estate Plan is honoring to God by putting Him first. It ensures that your plan covers all foreseeable matters of importance and will be wisely handled. Decisions are based on a realistic assessment of who you are, what you have, and why you have it.  

This can be accomplished by creating a will, a living trust, or a variety of other legal instruments. Our trained consultants and attorneys are equipped to help design a plan specific to an individual’s needs and desires. You can learn more at our Planned Giving Home.

Start your estate plan!


A free Estate Planning Seminar is available to churches and other organizations to help members consider the Biblical and legal basis of Christian estate stewardship. This informative seminar provides a convenient opportunity for members to review various estate planning options to help protect their futures, provide for their families, and generate ongoing resources for Kingdom ministries through an estate plan. 

For Estate Planning information, call (909) 738-4000.

Estate Planning Seminar Inquiry

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Proposed Dates

Please provide three possible dates for your seminar.

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Planned Giving

The Baptist Foundation of California has the expertise to help guide Christians in accomplishing their financial goals as responsible stewards. Gift Annuities, Charitable Remainder Trusts, and Donor Advised Funds are just a few of the approaches that can provide significant tax savings, a monthly income to family members, and maximize charitable gifts to favorite charities. The Baptist Foundation of California provides a complete tax information service to assist an individual’s financial professionals with the latest in charitable giving law and rulings. The Foundation is available to assist in preparing visual graphics to help illustrate how a planned gift can work.

You can start planning your estate today by filling out our easy online Estate Planning Data Form. Question? Contact us at  

Plan Your Estate

You can learn more at our Planned Giving Home.

To speak with one of our experienced attorneys, you can contact us at  or call (909) 738-4000

Fiduciary Services

The Baptist Foundation of California can help you and your family manage the myriad of issues related to elder life. We do this by acting as a fiduciary (agent or trustee).

Lifetime Fiduciary Services
Individuals (who have established trusts with a minimum of ten percent (10%) directed to the ministry following their death) may request that the Foundation act as a fiduciary and administer the finances of seniors in need of assistance. This service takes the burden of paying bills off their shoulders and provides a layer of protection and security to those who may be vulnerable to fraud. In addition, the BFC offers personal assistance to our clients, often in cooperation with the local church.

Estate Fiduciary Services
The Baptist Foundation of California offers a professional, Christ-centered approach to estate administration through estate fiduciary services. After a client’s death, we can ensure an individual’s wishes are honored by managing their estate according to the instructions of their will or trust. With a 65-year track record of success, The Foundation has experience in every facet of distributing the assets of a believer in their last act of stewardship.