Posts
Advisor Training
- A Virtues-Based Approach to Planning (SPP 700)
- Answering the Three Required Foundational Planning Questions (ESC 300)
- Becoming Your Client’s Most Trusted Advisor (SPP 300)
- Biblical Basis for Stewardship and Generosity (SPP 100)
- Case Study #1: The Bennett Family (PCS 100)
- Case Study #2: The Craig Family (PCS 200)
- Case Study #3: The Patterson Family (PCS 300)
- Case Study #4: The Murphy Family (PCS 400)
- Combining Various Tools To Optimize Planning Outcomes (PTS 200)
- Conducting a Client Discovery Retreat and Effective Family Meetings (ESC 600)
- Helping a Family Evaluate Where They Are in Their Planning (SPP 500)
- How to Work With Your Clients’ Other Professional Advisors (SPP 200)
- Inheritance Planning and Heir Preparation (ESC 800)
- Investing with Biblical Integrity (PTS 700)
- Overcoming Obstacles to Generous Giving (ESC 700)
- Ten Creative Giving Strategies for Your Planning Toolbox (PTS 400)
- The Collision of Biblical and Secular Worldviews in Planning and Giving (ESC 200)
- The Five Phase Stewardship Planning Process (SPP 400)
- The Four Key Estate Planning Techniques in Stewardship Planning (PTS 500)
- The Ten Unique Stewardship Dilemmas Affluent Christians Face (SPP 800)
- Understanding and Using the Charitable Planning Tools (PTS 100A)
- Understanding and Using the Traditional Planning Tools (PTS 100B)
Better Way Giving
Creative Stewardship Planning Tools and Strategies
- Combining Various Tools To Optimize Planning Outcomes (PTS 200)
- Investing with Biblical Integrity (PTS 700)
- Ten Creative Giving Strategies for Your Planning Toolbox (PTS 400)
- The Four Key Estate Planning Techniques in Stewardship Planning (PTS 500)
- Understanding and Using the Charitable Planning Tools (PTS 100A)
- Understanding and Using the Traditional Planning Tools (PTS 100B)
Effective Stewardship Counseling
- Answering the Three Required Foundational Planning Questions (ESC 300)
- Conducting a Client Discovery Retreat and Effective Family Meetings (ESC 600)
- Inheritance Planning and Heir Preparation (ESC 800)
- Overcoming Obstacles to Generous Giving (ESC 700)
- The Collision of Biblical and Secular Worldviews in Planning and Giving (ESC 200)
Generous Living & Giving
- A Bridge or a Barrier
- A Different Kind of Needy
- Barns and Vats
- Big Giver, Small Giver
- Created to be Generous
- For Richer or For Poorer
- Generous Giver or Obedient Courier
- Giving as an Act of Worship
- Giving Generously or Living Generously
- Giving or Leaving
- How Much Would You Give Away?
- Immediate Gratification vs. Deferred Gratification
- It Is More Blessed To Give Than To Receive
- Letting Your Left Hand Know What Your Right Hand is Doing
- Releasing a Spirit of Generosity
- Stop Writing Checks
- Taking Hold of Life Indeed
- Tithes and Offerings
- When Giving Got Out of Control
- When is a Gift Really a Gift?
- When You Really Love
- Who Sets the Limit on Your Giving?
Heirs and Inheritance Issues
How Steward's Are Motivated
How Steward's Look for Jesus' Return
How Steward's Wait on the Owner
How Stewards Are Rewarded By Their Giving
How Stewards Avoid Meaninglessness
How Stewards Avoid Spiritual Drift
How Stewards Care for the Earth
How Stewards Care for Their Bodies
How Stewards Choose Their Lifestyle
How Stewards Control Their Thoughts
How Stewards Depend on the Owner
How Stewards Examine Themselves
How Stewards Find Contentment
How Stewards Gain Their Heart's Desire
How Stewards Give
How Stewards Handle Hostility Toward Them
How Stewards Handle the Gospel
How Stewards Have Self-Control
How Stewards Make Decisions
How Stewards Manage Their Relationships
How Stewards Motivate Others
How Stewards Overcome Fear
How Stewards Overcome Self
How Stewards Overcome Temptation
How Stewards Receive Gifts
How Stewards Respond to the Words of the Owner
How Stewards Spend Their Time
How Stewards Stay on Course
How Stewards Stay Pure
How Stewards Surrender
How Stewards Transfer their Stewardship to Heirs
How Stewards Trust the Owner
How Stewards Understand Ownership
How Stewards Use Their Talents
How Stewards View and Handle Possessions
How Stewards View Death
How Stewards View Jesus' Return
How Stewards View Their Purpose
How Stewards View Themselves Spiritually
Life Purpose and Legacy
Lifestyle Challenges
- All Things in Common
- Are You Living Like a Bucket or a Pipe?
- Are You Living Your Life on Purpose or by Accident?
- Are You Trading Up or Trading Down?
- Getting Comfortable With Your Wealth
- Housekeeping Matters
- How Much Is Enough?
- If You Only Had Thirty Days Left to Live
- Living in the Present
- Living on Less
- Manna in the Wilderness
- Pressed Down and Shaken Together
- Sandcastles
- Slave or Master
- Stewarding Our Relationships
- The Grace of Receiving
- The Greatest Gift You Have to Give
- What’s On Your Mind?
- When Counting is Wrong
- Why Do Some People Prosper Materially While Others Do Not? (Part 1)
- Why Do Some People Prosper Materially While Others Do Not? (Part 2)
- Why Do Some People Prosper Materially While Others Do Not? (Part 3)
Marketing a Stewardship Planning Practice
- A Virtues-Based Approach to Planning (SPP 700)
- Becoming Your Client’s Most Trusted Advisor (SPP 300)
- Biblical Basis for Stewardship and Generosity (SPP 100)
- Helping a Family Evaluate Where They Are in Their Planning (SPP 500)
- How to Work With Your Clients’ Other Professional Advisors (SPP 200)
- The Five Phase Stewardship Planning Process (SPP 400)
- The Ten Unique Stewardship Dilemmas Affluent Christians Face (SPP 800)
Master Stewardship Planning Case Studies
Personal Growth
- A Blazing Fire
- A Useful Steward (Part 1)
- A Useful Steward (Part 2)
- All Things in Common
- Are You Living Like a Bucket or a Pipe?
- Are You Living Your Life on Purpose or by Accident?
- Are You Trading Up or Trading Down?
- Being Poor in Spirit While Rich in Things
- Casting a Shadow Beyond the Grave
- Discovering Your Fire Within
- Do You Love the World?
- Dominion: Man’s First Stewardship Assignment
- Double Trouble
- Entrust to Faithful Men
- Fear and Uncertainty: The Great Planning Paralyzers
- Getting Comfortable With Your Wealth
- Getting Directions from the Owner (Part 1)
- Getting Directions from the Owner (Part 2)
- Getting Directions from the Owner (Part 3)
- Housekeeping Matters
- How Do You Calculate How Much You Are Worth?
- How Does the Love of God Abide in Him?
- How Much Is Enough?
- If Anyone Wishes to Come After Me
- If You Only Had Thirty Days Left to Live
- Judas in Me
- Keeping the Heart of God at the Heart of Living
- Living in the Present
- Living on Less
- Manna in the Wilderness
- Our Ultimate Stewardship Priority
- Pressed Down and Shaken Together
- Sandcastles
- Slave or Master
- Stewarding Our Relationships
- The Deeper Meaning of Life
- The Defining Characteristics of a Good and Faithful Steward
- The Grace of Receiving
- The Greatest Gift You Have to Give
- The Numbing Effect
- The One Question That Changes Everything
- To Grow or To Die
- Trust Matters
- What Is My Relationship to My Stuff?
- What is Your Life Purpose?
- What is Your Most Valuable Possession?
- What’s On Your Mind?
- When Counting is Wrong
- Where Are All the Wealthy Christians?
- Why Do Some People Prosper Materially While Others Do Not? (Part 1)
- Why Do Some People Prosper Materially While Others Do Not? (Part 2)
- Why Do Some People Prosper Materially While Others Do Not? (Part 3)
Practical Issues on Giving
Quotes
- Stewardship Quotes on Character
- Stewardship Quotes on Contentment
- Stewardship Quotes on Entrusted
- Stewardship Quotes on Faithful
- Stewardship Quotes on Generosity
- Stewardship Quotes on Giving
- Stewardship Quotes on Greed
- Stewardship Quotes on Jesus
- Stewardship Quotes on Life
- Stewardship Quotes on Money
- Stewardship Quotes on Need
- Stewardship Quotes on Possessions
- Stewardship Quotes on Prosperity
- Stewardship Quotes on Stewardship
- Stewardship Quotes on the Mind
- Stewardship Quotes on Wealth
Recommended Reading
Spiritual Challenges
- A Blazing Fire
- A Useful Steward (Part 1)
- A Useful Steward (Part 2)
- Do You Love the World?
- Fear and Uncertainty: The Great Planning Paralyzers
- Getting Directions from the Owner (Part 1)
- Getting Directions from the Owner (Part 2)
- Getting Directions from the Owner (Part 3)
- How Do You Calculate How Much You Are Worth?
- How Does the Love of God Abide in Him?
- If Anyone Wishes to Come After Me
- Judas in Me
- The Deeper Meaning of Life
- The Numbing Effect
- To Grow or To Die
- Trust Matters
- What is Your Most Valuable Possession?
- Where Are All the Wealthy Christians?
Spiritual Issues Regarding Giving
- A Bridge or a Barrier
- A Different Kind of Needy
- Barns and Vats
- Created to be Generous
- For Richer or For Poorer
- Generous Giver or Obedient Courier
- Giving as an Act of Worship
- Giving Generously or Living Generously
- How Much Would You Give Away?
- It Is More Blessed To Give Than To Receive
- Releasing a Spirit of Generosity
- When Giving Got Out of Control
- When You Really Love
Stewardship Minutes
- 1 Chronicles 21:24
- 1 Corinthians 4:1-2
- 1 Corinthians 9:16-17
- 1 Corinthians 9:27
- 1 John 3:17
- 1 John 4:4 / 1 Corinthians 10:13
- 1 Peter 4:10
- 1 Peter 5:7
- 1 Thessalonians 2:4
- 1 Timothy 6:17-19
- 1 Timothy 6:6
- 1 Timothy 6:7
- 1 Timothy 6:7-8
- 1 Timothy 6:9-11
- 2 Corinthians 10:5
- 2 Corinthians 13:5
- 2 Corinthians 5:8
- 2 Corinthians 8:1-5
- 2 Corinthians 8:9
- 2 Corinthians 9:7
- 2 Timothy 2:15
- 2 Timothy 4:10
- Acts 2:44-45
- Acts 20:35
- Colossians 3:2
- Daniel 5:23
- Ecclesiastes 10:19
- Ecclesiastes 2:11
- Ecclesiastes 5:10
- Ecclesiastes 5:13
- Ecclesiastes 6:7
- Ecclesiastes 7:11-12
- Ephesians 3:2
- Ephesians 4:19
- Ephesians 5:15-17
- Esther 4:14
- Genesis 1:28
- Hebrews 10:24
- Hebrews 12:1
- Hebrews 12:2
- Hebrews 13:5
- Isaiah 26:3
- Isaiah 55:2
- James 1:17
- James 1:22-25
- Job 41:11
- John 13:8
- John 5:30
- Luke 12:15
- Luke 12:18-20
- Luke 12:48
- Luke 17:10
- Luke 18:24-25
- Luke 21:1-4
- Luke 6:38
- Luke 6:38
- Luke 9:23
- Mark 14:3-6
- Mark 4:19
- Matthew 16:26
- Matthew 19:21
- Matthew 20:26-27
- Matthew 24:42
- Matthew 24:42
- Matthew 26:16
- Matthew 5:16
- Matthew 5:3
- Matthew 6:10
- Matthew 6:19-21
- Matthew 6:20
- Matthew 6:24
- Matthew 6:25
- Matthew 7:11
- Philippians 1:27
- Philippians 2:3
- Philippians 3:18-19
- Philippians 4:11-12
- Proverbs 11:14
- Proverbs 11:25
- Proverbs 11:28
- Proverbs 21:17
- Proverbs 23:5
- Proverbs 23:7 / Philippians 4:8
- Proverbs 25:28
- Proverbs 25:28
- Proverbs 27:12
- Proverbs 27:18
- Proverbs 3:9-10
- Psalm 118:24
- Psalm 119:11
- Psalm 139:16
- Psalm 24:1
- Psalm 37:25
- Psalm 37:25
- Psalm 37:4
- Psalm 46:10
- Psalm 49: 16-17
- Psalm 50:10-12
- Psalm 62:10
- Psalm 90:12
- Romans 12:1
- Romans 8:22
- Romans 8:5
- Titus 2:13-14
Stewardship Planning
- A Tool for All Seasons
- Are You an Informed or Uninformed Taxpayer?
- Are Your Advisors Asking You the Right Questions?
- CARES Act: CREATIVE CHARITABLE GIVING STRATEGIES
- Combining Compression Planning with Charitable Planning
- Deferred Inheritance Trust: A Powerful Family Planning Tool
- Deferred Inheritance with Instant Gratification
- Deflecting Wealth vs. Divesting Wealth
- Does God Care How We Invest?
- Don’t Render Unto Caesar More Than You Have To
- How Did You Do That?
- Keeping the Family Business in the Family
- Making a Profit, Giving It Away
- Palmer Case Study: Business Succession At Its Best
- The Banks Family: Multi-Generational Planning at Its Best
- The Dynamic Duo: Deferred Inheritance Trust & Enhanced Income Trust
- The IRS-Funded Kingdom Buy-Sell
- Three Aspects of Every Family’s Wealth
- Tour Guide or Travel Agent
- Understanding the Difference Between Ownership and Control
Strategic Planning
- A Tool for All Seasons
- Are You an Informed or Uninformed Taxpayer?
- Are Your Advisors Asking You the Right Questions?
- Building a Strong Family Tree
- CARES Act: CREATIVE CHARITABLE GIVING STRATEGIES
- Combining Compression Planning with Charitable Planning
- Conducting an Inheritance Fire Drill
- Deferred Inheritance Trust: A Powerful Family Planning Tool
- Deferred Inheritance with Instant Gratification
- Deflecting Wealth vs. Divesting Wealth
- Does God Care How We Invest?
- Don’t Forget Who You Belong To
- Don’t Render Unto Caesar More Than You Have To
- How Did You Do That?
- Inheritances: Oh, What to Do?
- Keeping the Family Business in the Family
- Making a Profit, Giving It Away
- Palmer Case Study: Business Succession At Its Best
- Preparing Your Heirs For Their Inheritance
- Successful Wealth Transfer
- The Banks Family: Multi-Generational Planning at Its Best
- The Dynamic Duo: Deferred Inheritance Trust & Enhanced Income Trust
- The IRS-Funded Kingdom Buy-Sell
- Three Aspects of Every Family’s Wealth
- Tour Guide or Travel Agent
- Understanding the Difference Between Ownership and Control
- When You Give You Will Take Away
The Steward's Way, Module 101
- Lesson 1: What is My Relationship to My Stuff?
- Lesson 2: The One Question That Changes Everything
- Lesson 3: Getting Directions from the Owner (Part 1)
- Lesson 4: Getting Directions From The Owner (Part 2)
- Lesson 5: Getting Directions From The Owner (Part 3)
- Lesson 6: The Defining Characteristics of a Good and Faithful Steward
The Steward's Way, Module 102
The Steward's Way, Module 103
The Steward's Way, Module 201
The Steward's Way, Module 202
The Steward's Way, Module 203
The Steward's Way, Module 301
The Steward's Way, Module 302
The Steward's Way, Module 303
Uncategorized
Whole Life Stewardship
- Being Poor in Spirit While Rich in Things
- Dominion: Man’s First Stewardship Assignment
- Double Trouble
- Keeping the Heart of God at the Heart of Living
- Our Ultimate Stewardship Priority
- The Defining Characteristics of a Good and Faithful Steward
- The One Question That Changes Everything
- What Is My Relationship to My Stuff?