Potential clients would be individuals who wish to give a portion of their estate to charity, but who wish to reserve some sort of life income for themselves, their spouse, or someone else.  With a Charitable Remainder Trust, the client would receive an income from the trust for as long as they live, with the principal of the trust paid over to a qualified charity at their death.

In Giving You Receive – Most of us experience, at some point in our lives, the reality of this truism  - with careful estate planning you will see this belief carried forward not only in the gratitude of family members but also through the fulfillment of your philanthropic vision.

Investment Management

INVESTMENT MANAGEMENT

The Bible states that you are obliged to provide for your family. BDC is honored to help you in this pursuit by bringing you disciplined tactical investing. And since we use a Biblically Responsible Investing approach, you know your finances will always be in line with your beliefs.

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RETIREMENT PLANNING

We all have to work to save for our retirement, but for many, the ups and downs of life and the market can make this a challenge. The key is to diversify to minimize risk. We can help you make confident, informed decisions that will put you on the path to retirement – and we’ll be with you every step of the way.

MORE

ESTATE PLANNING

With the right planning, future generations can be more comfortable financially – and you can also help ensure that your values live on through Biblically Responsible Stewardship and Estate Planning.

MORE

Investment Management

INVESTMENT MANAGEMENT

The Bible states that you are obliged to provide for your family. BDC is honored to help you in this pursuit by bringing you disciplined tactical investing. And since we use a Biblically Responsible Investing approach, you know your finances will always be in line with your beliefs.

MORE

RETIREMENT PLANNING

We all have to work to save for our retirement, but for many, the ups and downs of life and the market can make this a challenge. The key is to diversify to minimize risk. We can help you make confident, informed decisions that will put you on the path to retirement – and we’ll be with you every step of the way.

MORE

ESTATE PLANNING

With the right planning, future generations can be more comfortable financially – and you can also help ensure that your values live on through Biblically Responsible Stewardship and Estate Planning.

MORE

For I know the plans I have for you," declares the LORD, "plans to prosper you and not to harm you, plans to give you hope and a future.  Jeremiah 29:11 (NIV)