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Legacy planning initiative aims to help secure future for California churches

  • July 12, 2022
  • California Southern Baptist Convention
  • California, California Southern Baptist Convention, Latest News
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Legacy planning initiative aims to help secure future for California churches

A California Southern Baptist church started in the 1950s with a small group of believers and it grew steadily until the 1980s when it began to decline. By 2020 there were only a handful of members left and before they knew what had happened, the church no longer retained its affiliation with California Southern Baptist Convention.

The scenario is not about a specific congregation, but one which could happen if churches aren’t vigilant in planning for their future – even the possibility of the church dying – according to a CSBC consultant working to rectify the situation among congregations.

‘An estate plan’

Phil Kell, a longtime California Southern Baptist and former president of Baptist Foundation of California, is working with CSBC to help churches with a “legacy planning initiative” to ensure church properties are kept in the Southern Baptist family for evangelical ministry.

Keeping church properties in the CSBC family is a passion of Kell’s who said the initiative is akin to “having an estate plan for a family. Churches need an estate plan also,” he said.

The problem, Kell noted, is many estate plans for churches end up like family estate plans — “they don’t get completed. Many churches and families see the need for estate planning, but many fail to follow through.”

Because of that, he said churches find themselves on the precipice of the scenario outlined in the beginning of this article.

Kell said CSBC asked him to be available to assist churches with the development and implementation of a “customized legacy plan since one size doesn’t fit all. Even though there are a lot of similarities, each church plan will be different,” he said.

CSBC Executive Director Pete Ramirez said the legacy planning initiative could be “vital” to the church planting and replanting efforts of California Southern Baptists moving forward.

Ramirez said saving these church properties and investing in them would help a church plant in California tremendously simply because of the “high price of real estate in California.” He said, “Once the church plant is viable and can afford to build its own facility, the property could be used for another church plant.”

The same could be true for replanting churches in communities. “Taking the properties and remodeling them would benefit a replant substantially,” Ramirez noted.

Many CSBC properties have houses, parsonages or other structures,  that if remodeled and maintained, could be used for housing a church planter and his family, international missionaries on furlough, or even groups like Disaster Relief volunteers or summer missionaries, he said.

Sustainability

Ramirez and Kell agree that this initiative can’t be accomplished without adequate funding.

Another component to the initiative is to begin a CSBC Legacy Fund which would be invested to earn interest to accomplish what is needed for the properties.

Kell said, “When a church is in decline, the building and property often are neglected. For a church plant or replant to thrive, hundreds of thousands of dollars may need to be invested to remodel the facility to make it viable.”

Kell believes at least $2 million will be needed to make the fund sustainable.

Ramirez noted the fund would allow for the investment in the properties “without using Cooperative Program gifts so they could be used for their intended purposes — missions and ministry.”

“I’m challenging churches to take time to thoughtfully and prayerfully consider their stewardship responsibilities when it comes to church assets — especially their real property,” Kell said.

A goal of the legacy planning initiative, according to Kell, is for every church to “pray, plan and dream beyond their own lifetime.”

Just as families can leave a legacy for missions and evangelism, “churches can do the same thing.”


EDITOR’S NOTE — This story was originally written by Terry Barone and published by California Southern Baptist Convention. 

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