Business Details
50+ Years
experience
Your Partner in Charitable Giving and Estate Planning
Established in 1947, the New Mexico Baptist Foundation has dedicated over seven decades to advancing Kingdom causes through strategic stewardship of resources. Our expertise lies in estate planning, charitable giving, and trust administration, empowering individuals, churches, and charities to fulfill their missions. We specialize in creating tailored solutions such as revocable living trusts, charitable trusts, and educational trusts, ensuring assets are managed according to biblical principles. Our team provides comprehensive support in estate administration, including serving as personal representatives and agents under powers of attorney. With a deep commitment to education, we administer scholarships funded by wills, trusts, and memorials, supporting students pursuing higher education and ministry training.Our services extend to church finance and endowment management, reflecting our mission to generate sustainable funds for global and local charitable initiatives. Rooted in the values of 1 Peter 4:10, we prioritize faithful stewardship and transparency in every client relationship. Our experienced professionals bring decades of combined expertise in financial planning and nonprofit management, ensuring clients receive authoritative guidance aligned with their philanthropic goals. We maintain rigorous compliance with legal and ethical standards, fostering trust through consistent, client-centric service. Our legacy of reliability and dedication to Kingdom causes positions us as a respected partner for individuals and organizations seeking to maximize their charitable impact.
Services
Estate Planning
Charitable Giving
Trust Services
Scholarships
Church Finance
Details
- Year established: 1947
Highlights and features
- We offer over 75 years of experience in Christian legacy planning and charitable giving.
- Our team specializes in creating customized trust and estate solutions aligned with biblical values.
- We provide comprehensive scholarship administration and endowment management services.
- Our personalized approach ensures tailored financial strategies for individuals and organizations.
- We maintain a proven track record of supporting Kingdom causes through sustainable funding models.
Services
Estate Planning
We provide comprehensive estate planning services including wills, trusts, and advance directives. Our solutions ensure assets are distributed according to biblical principles while minimizing tax burdens. Clients receive personalized guidance to create enduring legacies for charitable and family purposes.
Charitable Giving
Our charitable giving programs help donors maximize their impact through strategic contributions. We facilitate donor-advised funds, charitable trusts, and endowment creation to support churches, missions, and community initiatives with tax-efficient solutions.
Trust Services
We administer revocable living trusts, educational trusts, and charitable remainder trusts. Our trustees manage investments, distributions, and compliance with trust documents to ensure long-term stewardship of client assets.
Scholarships
We award over 20 scholarship programs funded by memorials and endowments. Eligible students receive financial support for colleges, seminaries, and vocational schools based on academic merit, financial need, and church involvement.
Church Finance
Our church finance solutions include endowment management, capital campaign guidance, and financial planning for congregations. We help religious organizations establish sustainable funding models to support their missions and community outreach.
People
Rick Breeden
President, Chief Executive Officer
Rick Breeden leads the foundation with over 25 years of experience in nonprofit management and financial planning. He oversees strategic operations and ensures alignment with the organization's mission to advance Kingdom causes through stewardship.
Dayna Melvin
Chief Financial Officer
Dayna Melvin manages financial operations with expertise in accounting and nonprofit finance. She ensures fiscal responsibility and transparency in managing endowments, scholarships, and trust assets for long-term sustainability.
Hal Hill
Chief Operations Officer
Hal Hill directs day-to-day operations, focusing on process efficiency and client service. With extensive experience in organizational leadership, he ensures seamless delivery of estate planning and trust administration services.
Jeff Watson
Chief Lending Officer
Jeff Watson oversees lending operations, applying his financial expertise to support the foundation's investment strategies. He ensures responsible management of assets to generate returns for charitable initiatives.
Trey Waring
Vice President of Lending
Trey Waring supports lending activities with a focus on financial stewardship. He works closely with donors and organizations to develop funding solutions that align with their philanthropic goals and financial objectives.
Questions
What services does the New Mexico Baptist Foundation offer?
We specialize in estate planning, charitable giving, trust administration, scholarship programs, and church finance solutions to support Kingdom causes.
How can I apply for a scholarship?
Download the application from our website, complete it with required documentation, and submit by April 15 via email or mail to P.O. Box 16560, Albuquerque, NM 87191.
Do you provide trust management services?
Yes, we serve as trustee for revocable living trusts, charitable trusts, and educational trusts, handling investments, distributions, and administrative compliance.
Can I establish a charitable fund?
Yes, we help donors create endowments, donor-advised funds, and charitable remainder trusts to support causes aligned with their values.
