Stewardship Planning Partners is an independently owned firm located in Grand Rapids, MI.

Stewardship Planning Partners assists affluent Christian families who want to 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 of planning that are lacking in secular financial and estate planning to maximize your God-given resources and potential.

We also partner with ministries and act as your Virtual Planned Giving Department. We provide you with comprehensive, flexible solutions that help you effectively market and close planned gifts. Our staff will support you with technical, legal, design, marketing and multimedia needs so that you can see results in meeting your organization’s goals and increase your gifts.

 

Stewardship Planning Partners is a family office that provides a vast array of services to its member families at two levels.

Our Level 1 service takes each family through our comprehensive and unique Family Wealth Counseling process leading to the development and implementation of a customized, inter-generational Master Stewardship Plan for their family. This Family Wealth Counseling process has five phases.

Our Level 2 Master Stewardship Plan Maintenance & Operation’s services ensure that the family’s Master Stewardship Plan stays current and on-course in future years. We also actively engage the entire family to effectively participate in ‘living out” their family’s plan.

Are you a mid-size to small organization that does not have the funds to have a planned giving department? Maybe you do have a development department but do not have the budget, time or personnel to commit to a full-time planned giving position. Are your resources limited to hire staff to raise funds? Research shows that organizations that don’t have the staff or marketing programs for planned gifts frequently have the donors who are willing to give, but fail to close the gifts. Many donors don’t know how to give most efficiently and effectively and no one is showing them how to give. For example, roughly 90% of the world’s wealth is in no-cash holding and yet over 90% of giving is done from cash. Partner with Stewardship Planning Partners, our mission is to provide you with comprehensive, flexible solutions that help you effectively market and close planned gifts. We help move donors to “partners” of the ministry by educating you on how to develop deep and meaningful relationships with them. Stewardship Planning Partners will empower you to turn inconsistent or non-existent messaging into well delivered effective messaging. We will educate you on how to communicate with donors about money, wealth, possessions, giving and generosity. We will assist in developing targeted messages for your donor audience that align with your development goals. By partnering with Stewardship Planning Partners you can have peace of mind knowing our solution has a proven track record of results to help meet your organization's goals and increase your gifts.