Financial Planning Ministry (FPM) is a trusted name in estate planning and planned giving. Since 1982, more than 40,000 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 140 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 two billion dollars have been directed to Christian charities through planned giving.
Over coffee, FPM concept is hatched by 5 leaders of various ministries
FPM begins expansion by opening up to additional partners
$100 million in total planned gift designations
Completed 5,000 estate gift designation
FPM receives status as a 501(c)(3)
religious, nonprofit organization
FPM receives it's 50th ministry partner
Established national office in Irvine, CA - program expands to 48 states.
Surpassed $1 Billion in gift designations and over 300 seminars are given during the year
14,000th estate plan created by FPM
FPM begins creating Special Needs Trusts
FPM has its first partner to exceed $100 million in gift expectancies.
FPM hosts it's first webinar
FPM launches Partner Portal for partners to track events and expectancies.
FPM celebrates its 40th year of ministry - having served over 40,000 families and surpassing $2.1 billion in gift expectancies.
The Evangelical Council for Financial Accountability
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.