About Us

Financial Planning Ministry (FPM) is a trusted name in estate planning and planned giving.   Since 1982, more than 31,000 families and individuals have benefitted from our unique "stewardship through estate planning" ministry.  And, many of our long term partners have benefitted with gift expectancies in the $30-$50 million range.

 

OUR TURNKEY SOLUTION

+ Training for your development department staff​

+ Stewardship and estate planning seminars for groups and individuals

+ Donor followup after seminars

+ Estate plan completion and lifetime updates

+ Live donor support

+ Gift development reports

WHO WE SERVE

We serve over 100 ministry partners and their community of members who are all part of God's Kingdom.

 

Organizations include Christian churches, universities, evangelistic associations, funding and lending institutions, missionary organizations, retirement homes and youth camps.

Through the promotion of Christ-centered stewardship and responsible estate planning, millions of dollars have been saved from probate and over a billion dollars have been directed to Christian charities through planned giving.

OUR HISTORY

1982

Over coffee, FPM concept is hatched by 5 leaders of various ministries

1994

Opened to national ministry partners

and developed multi-state expertise

2005

Welcomed 35th ministry partner-1,200 charities named for gifts through FPM

1999

Completed 5,000 estate gift designation- Reached $250,000,000 in gift expectancies

1992

FPM receives status as a 501 C3 religious, nonprofit organization

2007

Added families with special needs to the estate planning documents- creating Special Needs Trusts

2011

Established national office in Irvine, CA- program expands to 48 states

2018

Surpassed $1 Billion in gift designations and over 300 seminars are  given during the year

2019

30,000th estate created and now serving 101 ministry partnerships

OUR IMPACT

Each day we serve our Partners and their members, one individual at a time.  We are a small ministry with a big vision.  God continues to uniquely bless this mission each year. Take a moment to celebrate with us all that God has done over the past 35 years.

OUR TEAM

At FPM, our Team is made up of men and women with varied backgrounds in ministry, academia and the marketplace. The one common denominator is their love of Christ. Reach out, we would love to say "hello".

 

The Evangelical Council for Financial Accountability

ECFA ACCREDITATION

The Evangelical Council for Financial Accountability (ECFA) is an accreditation organization dedicated to helping Christian ministries earn the public’s trust through adherence to Seven Standards of Responsible Stewardship™, which focus on board governance, financial transparency, integrity in fundraising, and proper use of charity resources.

FPM is pleased to be an accredited member of the ECFA.

Made with  in Irvine, California, USA

 

©2020 Financial Planning Ministry

Information provided is for educational purposes only and is not a substitute for legal advice. 

We are a 501(c)3 nonprofit organization.