Biblical Stewardship Resource Library

Stewardship Ministries

Biblical Stewardship Resource Library

Category: Creative Stewardship Planning Tools and Strategies

The Four Key Estate Planning Techniques in Stewardship Planning (PTS 500)

Optimizing Stewardship Planning In this course we look at four key estate planning techniques that should shape your work with clients: compression, freezing, leveraging, charitable. Each by themselves is very effective, but when you combine them the outcomes are truly extraordinary. Topics Compression Techniques: Making Things Smaller Freezing Techniques: Keeping Things the Same Leveraging Techniques: […]

Ten Creative Giving Strategies for Your Planning Toolbox (PTS 400)

Understanding Why Cash is Least Effective When Giving In this course we consider 10 effective ways to give to the Kingdom besides cash. You will understand how the tools work and the amazing results they produce for the family and for the Kingdom. Topics Giving Appreciated Assets Charitable Remainder Trusts (Enhanced Income Trusts) Charitable Remainder […]

Understanding and Using the Traditional Planning Tools (PTS 100B)

Characteristics, Applications, Best Assets for Use This course highlights the traditional planning tools most commonly used in estate planning. We discuss how they work and which assets work best with each tool. Topics Understanding the characteristics and applications of traditional planning tools Defining the best assets for use of each planning tool Video Handout Understanding […]

Understanding and Using the Charitable Planning Tools (PTS 100A)

Optimizing Planning Outcomes This course looks at seven charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes. Topics Understanding personal and charitable planning tools Combining tools to create even greater planning outcomes Answering the two questions concerning planning tools: “What do we gain?” and “What do we […]