Legacy Planning

like estate planning for churches


Church legacy planning is the process of helping a church evaluate and document a plan that will provide for the orderly distribution of the church’s assets in the event the church dissolvesLegacy Planning is for churches what estate planning is for individuals. 


Mr. Phil Kell, past President of the Baptist Foundation of California will lead you step by step through the planning process. Contact him at PKell@bfcal.org.

Planning Presentation Handout

Below, find the Legacy Planning presentation HANDOUT
Mr. Kell uses to teach the basics of Church Legacy Planning. Familiarize yourself with the options and processes and then contact Phil to assist you with your plan. As with any actions that require critical decision making, you want to be proactive rather than reactive. Set up your Legacy Plan well in advance for peace of mind.


LEGACY PLANNING HANDOUT