Other Services

Stock Cash Out

The Foundation offers its brokerage account as a clearing house for ministries so that donors can make their contributions through planned stock donations.


We will guide you through the process, which usually takes three business days.

Phone showing stock performance
Business meeting

Ministry Financial
Health Review

Our review is an Independent Quality Assessment. The goal is to provide you assurance, identify areas of improvement, and give your team an opportunity to ask questions.


Walk through your financial documentation and processes with a team of subject matter experts, and receive a written report within 2 weeks.

Will & Trust Seminar

We help pastors and their congregations understand their options for estate planning, whether it be a will, trust, or more sophisticated estate planning.

Grandparents eating with their grandkids

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