We provide many services for families, non-profits, and business owners alike.
An overview of the various phases for both the Families and Non-profit sectors.
Process for Families
Giving Gap Analysis
Many families we work with are interested in being good stewards and want to maximize their charitable giving opportunities. They know they need to provide for their family and eventual heirs, and they wonder how much is enough for them and their family and how much “extra” they have that they could give to good causes they care about. The first step in our process is to determine if there is indeed a gap between what they are giving, and what they could be giving if they had a good plan that gave them peace of mind and confidence to give more.
We work very closely with the family and their advisors to uncover all the values, goals and objectives of the family. It is very important to know intimate details of what is important to the individual or couple and fully understand all that is needed to accomplish their goals. Our proprietary process we use to go deep is what we call our “Discovery Retreat” This can be from 2-8 hours of in-depth conversation to uncover what is most important. The information gathered is what is called the “soft side” of planning. It is all the non-financial information need to move forward. Only when we have this detailed information do we enter the next phase.
Once we have all the “soft side” and we collect all the financial information we can begin the analysis phase. We analyze the clients goals and objectives and their financial information to determine if they are on track. If not, we determine where they are off and give them a detailed financial plan with a comprehensive summary. We call our propriety process, “Planning with Purpose”. We analyze all 9 areas that every good plan should address.
A full and complete analysis of the clients current situation now allows us to begin analyzing the changes that need to be made to achieve all the clients goals, especially the charitable giving goals. With an emphasis on philanthropy in every clients plan, we are able to bring considerable benefit to the client. Once they see that they can achieve all their lifestyle goals and still increase their giving, they are excited to move forward to the final phase.
A plan is useless if not implemented. In this phase we bring the clients advisory team together to implement all the legal, accounting, tax, investment, and charitable strategies together to create a beautiful masterpiece illustrating the power of strategic philanthropy. What a joy it is to see families embrace stewardship in all their planning and the impact it has on their life!
Process for Non-profits
Deliver a comprehensive executive summary report of your organization's current state and greatest leverage opportunities.
– Basic document review
– Board member written survey > follow-up interview
– Key fundraising staff-written survey > follow-up interview
– Analysis of all literature and donor communication pieces
– Analysis of donor relationship management software
Guide preparation of a one-year Development Plan for presentation to the board.
– Integrate donor-driven asset based planned giving component into organizations website
– Review donor relationship development software with recommendations
– Board development recommendations, guidance, participation
– Board training on principles and techniques of development
– Board training on principles and tools of asset based planned giving
– Staff training on principles and techniques of development
– Staff training on principles and tools of asset based planned giving
Recommend comprehensive, integrated development and Planned Giving strategy and plan of implementation with SPP.
– Legacy & Planned Giving presentations at client organized donor events
– Individual donor consultation
– 1 year marketing strategy
– Donor survey
– CEO written survey > follow-up interview > recommendations
– Donor relations development software implementation assistance
– Donor relations development strategy consultation
– Donor communication strategy consultation
– In-house counseling and training
– SPP participation in board meetings
– SPP participation in donor meetings
– In-house consultations with development staff
An independently owned firm located in Grand Rapids, MI.
Stewardship Planning Partners assists affluent Christian families who want to reduce or eliminate estate and capital gains taxes, reduce income taxes, maintain their current lifestyle, pass on an appropriate inheritance to their heirs and maximize giving to worthy ministries. Our unique process includes the spiritual and emotional components that are lacking in secular financial and estate planning to maximize your God-given resources and potential.
We also partner with non-profits and act as their Virtual Planned Giving Department. We provide them with comprehensive, flexible solutions that help effectively market and close planned gifts. Our staff gives support with technical, legal, design, marketing, and multimedia needs so that non-profits can see results in meeting the organization’s goals and increase gifts.
To be the premier firm partnering with non-profits & families to maximize kingdom impact.
Advancing the kingdom of God through teaching the fundamentals of stewardship, generosity & strategic giving.
“You shall know the truth, and the truth will set you free.” John 8:32
“Do unto others as you would have others do unto you.” Matthew 7:12
“With humility of mind let each of you regard one another as more important than himself.” Philippians 2:3
“Do you see a man skilled in his work? He will stand before kings; he will not stand before obscure men.” Proverbs 22:29
“With good will render service, as to the Lord, and not to men, knowing that whatever good thing each one does, this he will receive back from the Lord.” Colossians 3:23-24
“Make my joy complete by being of the same mind, maintaining the same love, united in spirit, intent on one purpose.” Philippians 2:2
“He who would be greatest among you should become servant of all.” Matthew 20:26
“The mind of man plans his way, but the LORD directs his steps.” Proverbs 16:9
“And keep the charge of the LORD your God, to walk in His ways, to keep His statutes, His commandments, His ordinances, and His testimonies, according to what is written in the law… that you may succeed in all that you do and wherever you turn.”
“I have learned to be content in whatever circumstances I am. I know how to get along with humble means, and I also know how to live in prosperity; in any and every circumstance, I have learned the secret of being filled and going hungry, both of having abundance and suffering need.” Philippians 4:11-12
“It is more blessed to give, than to receive.” Acts 20:35
“If what he has built survives, he will receive his reward.” I Corinthians 3:14
Asset Based Giving Team
Paul J Damon
Founder and President
Speciality: Wealth Management
CFP®, CLU, ChFC, CAP, CEPA
Planned Giving Coach
Speciality: Constitutional Law
LL.M., Ph.D., CAP®
These links are provided as a convenience only. Stewardship Planning Partners disclaims any responsibility for the accuracy of the information on these unaffiliated websites.
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168 Louis Campau Promenade NW
Suite 500 (4th Floor)
Grand Rapids, MI 49503
Pertinent information to help you along the way
Stewardship a Biblical Worldview —
The secular worldview and biblical worldview on stewardship are quite different. Check out these informative articles below, and let’s help build the kingdom together.