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Financial Planning

With David Duncan from CDF Capital

As the saying goes, You can teach an old dog new tricks – if he’s a tricky dog! We’re certainly not intimating that anyone attending is an old dog, but please join us to learn how you can take full advantage of well-proven, tax-advantaged strategies that can save you money, increase the benefit to your family, and invest in the Kingdom work at BCC and other ministries you love and support.

“Estate and Charitable Tips, Tricks, and Beneficial Tools for Senior Adults” will be held at 12:30pm in the Family Life Center and will last one hour.

It will be followed by “The Ultimate Family Plan” at 2pm, an in-depth look at how to have estate planning success in four doable steps.

No registration is needed for these free workshops. 

In all the world there is no one quite like you – you are unique. God has made you to fill a special place in His Kingdom. As a one-of-a-kind individual (or family), your estate planning and generosity desires are also unique.

Your plans and gifts will be like none other – and you don’t have to settle for cookie-cutter solutions. To help you achieve stewardship success in your estate and gift design, we offer a variety of services – each one guided by Biblical principles and time-proven, tax-advantaged strategies. And each one capable of helping you discover God’s unique plan of stewardship for you.

You can explore these principles and strategies by selecting one of the boxes below. If we can help you achieve your stewardship goals – and our services are provided without cost or obligation – please contact Elizabeth Tomaszewski at etomaszewski@bccmesa.com.



When your desire is to increase your generosity –
consider “the other 90%” – your non-cash assets.

May we help? We have many resources available and can produce specific illustrations to explain how non-cash asset gifts can work for you.
Please contact us today!

CDF Capital Foundation
dduncan@cdfcapitalfoundation.org
(855) 266-4774