“I am pleased with the growth of almost two million dollars of bequests (at current value) being designated to our ministry. I am even more pleased with the integrity and spiritual values with which PhilanthroCorp approaches their work. They have helped secure the financial future of ministry expansion of Calvary Baptist Church and Day School....”
 
Don Mann, Associate Pastor for Communications and Development
Calvary Baptist Church, Winston-Salem, NC

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“The PhilanthroCorp organization has been a Godsend to Sagemont Church. We have found that they deliver exactly what they promised; professional expertise and a servant's heart. I can whole-heartedly recommend them to your church”
 
Chuck Schneider, Executive Pastor
Sagemont Church, Houston, TX

to find out how we can help your church and your members!

The Process

To begin the estate planning process, our Scheduling Team will connect with your member to schedule a telephone appointment with one of our Estate Specialists.
The first meeting, which takes 30 to 40 minutes, focuses mainly on gathering information and understanding their personal goals.
Immediately after the initial appointment, we will send your member a summary of the information gathered along with a document entitled, “Biblical Perspectives of Estate Planning.” We then develop a preliminary estate design proposal that becomes the primary focus of the next phone meeting.
At this juncture, we will connect with an attorney to move into the drafting phase. We are able to introduce your member, over the telephone, to an attorney in our network that will draft their documents at a reduced rate. If they already have a relationship with an attorney, we are happy to work together to complete their estate plan.
The Estate Specialist will continue to work with your member until the proposals are finalized and all of their goals have been met. Upon completion, we send them a binder for their documents and our final estate design proposal. This binder also contains a very helpful booklet entitled "Memo to Loved Ones" which we will review with them.

 

Why does PhilanthroCorp exist?

PhilanthroCorp exists to grow the impact and reach of the local church for the gospel of Christ by meeting the needs of church members with estate planning and gifting of assets. Our desire is to be a blessing to the members we serve by helping them develop a legacy plan that transfers management of worldly wealth and relationships in a manner that reflects good stewardship.

Learn More: Churches, Educational Institutions, Non-Profits

Phone:

800-876-7958

Email:

info@aboutplannedgiving.com