About Us

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.

OUR HISTORY

1982

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

1994

FPM begins expansion by opening up to additional partners

2004

$100 million in total planned gift designations

1999

Completed 5,000 estate gift designation

1992

FPM receives status as a 501(c)(3) 

religious, nonprofit organization

2007

FPM receives it's 50th ministry partner

2010

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

2017

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

2013

14,000th estate plan created by FPM

2010

FPM begins creating Special Needs Trusts

2019

FPM has its first partner to exceed $100 million in gift expectancies.

2020

FPM hosts it's first webinar

2021

FPM launches Partner Portal for partners to track events and expectancies.

2022

FPM celebrates its 40th year of ministry - having served over 40,000 families and surpassing $2.1 billion in gift expectancies.

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 40 years.

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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".

 
ECFA Accreditation Seal

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.