Estate Planning

You’ve been blessed with opportunities and hard work has paid off. Maximize your impact.

The Baptist Foundation of California offers assistance to Southern Baptists in Creating God-honoring estate plans. This can be accomplished by creating a will, living trust, or a variety of other legal instruments. Our trained consultants and attorneys are equipped to help design a plan specific to an individuals’ needs and desires.

Seminars

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 that will help protect their futures, provide for their families, and generate on-going resources for Kingdom ministries through an estate plan. 

For Estate Planning information, call (559) 323-3501

Estate Planning Seminar Inquiry

Church Address

,  

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 helping prepare visual graphics to help illustrate how a planned gift can work.

For Planned Giving Information Call: (877) 322-1001

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 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.