Trust Services

California Baptist Foundation, in its role as trust agency of the California Southern Baptist Convention, is an important partner to Baptist individuals and ministries in California and throughout the west.

Offering Trust Services to individuals, the Foundation assists individuals with income planning, Estate Planning, and trust administration. As a trusted ministry and friend, the Foundation is able to provide services and godly counsel to individuals who need assistance in planning their financial affairs. Our Trust Services staff is focused on assisting individuals to provide for the security of their future, provide for their family, and provide resources to Baptist ministries.

For Baptist ministries, the Foundation provides vital services as it manages endowment funds that will provide resources for ministry until the Lord returns. These endowments allow individuals or ministries to have an impact future generations as the endowment principle is invested and earnings are distributed each year indefinitely.