Stewardship Legacy Coaching™ extends beyond the dollar sign to help financially blessed clients accumulate lasting treasure and leave a lasting legacy. It is a unique process we use to assist our clients in five primary areas of their Legacy™. By helping clients quantify how much is enough for them, our Stewardship Legacy, LLC process can lead to a quantum increase in current giving and increased
joy in being generous givers! We routinely see that clients who fit our Ideal Client Profile can double, triple, or even quadruple their current giving to ministry because of this part of our process! By helping clients quantify “how much is enough” for their children and grandchildren, and why and how, our Stewardship Legacy, LLC process leads to significantly increased planned gifts for ministry (as well as stronger family legacies and the passing on of wisdom as well as wealth to future generations!)
By strategically utilizing our client’s business, real estate and other “non-cash” assets, we are able to “unlock” a significantly greater amount of current and deferred gifts for ministry (while at the same time, helping the donors save significant amounts of money in taxes that help fund these gifts to ministry!)
Our Value Proposition
We are so confident in the Stewardship Legacy, LLC process that the Lord has blessed us with, that we guarantee clients who fit our Ideal Client Profile and engage us, that in the first 12-24 months they will save 5 times what they pay us in current income tax savings or at least 10 times what they pay us in estate or IRD tax savings! Most prospective clients find this to be a compelling Value Proposition and engage us for the Stewardship Legacy, LLC process. We make a similar guarantee to churches and ministries that engage us to serve their donors!
