Estate Planning

Jeffrey D. McGhee, J.D.
Estate Planning Attorney
Director of Trust Development

Mission

California Baptist Foundation exists to serve Baptists, their churches and institutions as the provider of choice for trust, investment, and church financing services.

Established in 1952 by the California Southern Baptist Convention, today they employ nearly 100 individuals who work on Trust Services, Lending Services, and Operations Divisions and a subsidiary broker-dealer, Strongtower Financial.

CBF Offers:

Trust Services
Estate Planning

-Bequests
-Revocable Living Trust
-Charitable Remainder Trust
-Charitable Gift Annuity
-Wealth Replacement Trust
-Donor Advised Funds
-Life Estate Trust
-Charitable Lead Trust

Important Message Regarding Estate Gifts

Planned and Estate gifts must be designated to:

“Arizona Baptist Children’s Services designated for the Southern Arizona Regional Office, currently located at 1779 N. Alvernon Way Tucson, AZ 85712.”

If the gift is not designated to the Southern Region, it will automatically be designated to the Corporate Office.

Important Message Regarding Permanent Endowments

You may contact ABCS Southern Region at 520-795-7541 or CBF if you are interested in a permanent endowment. In order to ensure that the endowment will benefit the Southern Region, here is an example of the correct language to use:

“to California Baptist Foundation, 7084 N. Maple Avenue, Fresno, California, to be held and managed as a permanent endowment for the benefit of Arizona Baptist Children’s Services designated for the Southern Arizona Regional Operations Office.”