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In addition, we have assisted hundreds of California Southern Baptist families in the last ten years with finalizing their wills and trusts, and those families have committed over $260 Million to Kingdom causes! The local church is the most often named beneficiary of these completed estate plans.
Members of our staff are available to conduct free Estate and Inheritance Planning Seminars for Baptist churches of all sizes and ethnicities throughout California. Each seminar normally lasts one and half hours and focuses on inheritance principles from the Bible and how to use those principles to structure a God honoring estate plan.
We then make an attorney from our staff available to meet with interested individuals or families to answer questions and help them make decisions about how to finalize their estate planning documents. For many individuals and couples we can provide free statutory forms to formalize their plans. We can refer others to attorneys who can complete their documentation at very competitive prices.
We also offer other services to the churches of our convention including fund management and legacy planning. Through our Common Investment Funds churches can get professional investment assistance for their savings for building funds. Through our Legacy Planning Services churches can get free legal help with protecting their church’s assets and planning for the future.
We offer individual members of our churches legal and practical help with charitable gift planning, gift annuities, charitable trusts, trust management and fiduciary services.
For over 50 years we have also assisted churches with obtaining necessary financing for their construction, relocation, remodeling and related projects. While we have greatly curtailed our church financing operations, we are still making loans to churches or referring them to reputable lending institutions that can help them with their financing needs.
We are looking forward to another 60 years of serving California Southern Baptists as their trusted partner for raising and managing kingdom resources.