Planning Tools and Resources

"I give because...

I have full confidence in the members of the FoC Board and their track record for fiduciary integrity."

​FREE Estate Planning Seminar and private consultation with a professional estate planner
The Estate Planning Seminar provides you valuable information on estate planning.  In a 2-3 hour seminar you'll learn about the estate planning process, wills, the various types of trusts available and be given an opportunity to ask questions you have about these topics.  You'll then be given the opportunity to schedule a private consultation with a professional estate planner where you can discuss your specifics and ask questions specific to your situation in a confidential setting.  All this is free.  If you want, you can engage these professionals in setting up the actual legal documents for your estate plan, but you are under no obligation to do so.  Click on the link above and we will notify you when the next seminar is scheduled.

Financial Peace University Classes
This is a collection of classes that cover you and your family's needs at every life stage.  The cornerstone is the well known Financial Peace University, a nine-lesson class taught by financial expert Dave Ramsey that will teach you how to take control of your money.  To receive notification of upcoming classes just click on the title above.

Guide to a Christian Estate Plan
This guide focuses on the charitable aspect of estate planning. The content of this publication is meant for your consideration before consulting with a professional advisor. It gives insight into the ways you can give and offers ideas, solutions and alternatives to reach your charitable goals. 

Personal Record Book
This Personal Record Book will assist you in gathering the information needed to prepare a will and trust that accomplish your goals.  We hope this complimentary guide will also encourage you to consider how you might ensure a meaningful charitable legacy.

Common Questions and Answers Pamphlet
As the name implies, this document provides answers to common questions about the foundation, it's role with Christ Community Church of Milpitas, questions on how to give, where to give, what can be given and other related questions.