Biblical Stewardship Resource Library

A ministry of Taylor University

Biblical Stewardship Resource Library

Tag: Planning

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: […]

The Ten Unique Stewardship Dilemmas Affluent Christians Face (SPP 800)

Lifestyle Dilemmas vs Wealth Transfer Dilemmas vs Philanthropic Dilemmas In this course we look at the 10 unique stewardship dilemmas that affluent families face, and how to assist them in overcoming these dilemmas. Dilemmas The Bigger Barns Dilemma The Prisoner of My Own Success Dilemma The It’s Lonely at the Top Dilemma The Next Generation […]

A Virtues-Based Approach to Planning (SPP 700)

Unpacking the Three Approaches to Estate Planning There are three approaches to estate planning: a tax approach, a values approach and a virtues approach. In this course we highlight why the virtues-based approach is the most effective and the most enduring. Topics Unpacking the three approaches to wealth planning practiced today Growing a strong family […]

Extraordinary Opportunities for Extraordinary Believers (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 Handout Understanding and […]

Conducting a Client Discovery Retreat and Effective Family Meetings (ESC 600)

Problems to Be Solved, Opportunities to Be Seized One of the most critical aspects to effective planning is figuring out the “destination” before you start giving a client directions. This course outlines how to conduct a retreat that lets you discover far more than financial objectives. It will help you discover the two great motivators […]