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Financial Planning

The Ultimate Family Plan Free Workshop

October 30 @ 9:00 am - 10:00 am

David Duncan is coming back on Saturday, October 30th with two financial planning workshops for us! “The Ultimate Family Plan” at 9am will help you create or review your estate plan with 4 Simple Steps to Stewardship Success. “Creative Generosity” at 10:30am will help you make the most of tax law to fund ministries you care about. David will also be available for individual appointments.

Financial Planning Workshop RSVP

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