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About Us
Financial Planning Ministry (FPM) is a trusted name in estate planning and planned giving. Since 1982, more than 50,000 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 updates as needed
+ Live donor support
+ Gift development reports
WHO WE SERVE
We serve over 150 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.
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.