Advancement Training
& Coaching for Christian
Higher Education

Resources for Your Institution’s Mission Through
Strategic Partnerships with High-Capacity Alumni and Friends

We will counsel your advancement team in the formulation of a Theology of Advancement
setting guiding principles for fundraising strategy and tactics. This will build  team morale,
revitalize relationships with ministry partners, and most importantly, empower your stakeholders
to dramatically increase both current and long-term Kingdom giving. 

Align your advancement thinking and actions with Scripture

Elevate the skill and knowledge of your advancement team

Minister to, and serve, your most capable advocates

The Key To Multiplying Transformational Giving
that Maximizes Impact

The highest-capacity families, blessed by God with inordinate wealth,
discover their dramatically enlarged capacity for advancing your institution’s vision
and mission, enabling unwavering fidelity to Christian orthodoxy,
and assuring current fiscal health and future sustainability.

Too few such families are guided by advisors to actively
and purposely pursue Kingdom impact in the planning for a tax-advantaged lifetime
and testamentary stewarding of the financial blessings showered upon them.
The result is that they ultimately direct far less to ministry
then they are capable of–while still providing amply for themselves and their heirs.
With effective counsel, wealthy alumni, and friends discover how much they need,
how much they can–and should–give to their heirs, and best of all,
how much they can devote to ministering the Good News to a world
so desperately in need of the Gospel message.

In the end, your Advancement professionals will enrich their relationships
with these friends through this act of spiritual worship through giving;
and the families themselves will become advocates for your
Stewardship Planning Ministry.  

Challenges of Resourcing Christian Higher Education

Our Comprehensive Advancement Training & Coaching Program

In our extensive 100+ hours of personal training and coaching, we will facilitate the development of a Biblical perspective on resource generation. We will mentor your Advancement professionals in enriching their relationships; and growing ministry partners’ appreciation for a genuine spirit, and understanding of stewardship. This often results in significantly–even dramatically–enhanced support of your institution, and other ministries they care deeply about.

Here’s What Other Christian Development Leaders and Executives Are Saying

Guarantee Long-Term Resources
in 3 Easy Steps


We help your Advancement team align its theory and practice with Biblical principles for resourcing ministry–the Word and Will of God, inviting the Holy Spirit to become the principal, and most effective, advocate for your mission.


We provide crucial stewardship planning services to your highest capacity families that they both need and want.


We assist you in facilitating the stewardship journeys these families will be taking. Your team will witness the fulfillment of their stewardship vision, and share their joy in watching their faithfulness produce unimagined Kingdom impact.

Here’s Exactly What You’ll Get
Inside (CFRE Approved)

Development Training & Coaching For Your Organization

Organizational Training (18 hours)

Empower your team with a solid fundraising philosophy that aligns seamlessly with your faith and mission. We will work on bridging any cultural or linguistic gaps, enabling you to communicate effectively and engage high-capacity partners who share your mission.

Addressing Your Organization’s Fundraising Philosophy (7 hours)

  1. Why and How to Develop a Biblical Theology of Fund-Raising.
  2. Your Fundraising Theology Should dictate your Fundraising Terminology.

Aligning Your Organization’s Fundraising Culture and Approach with Scripture (7 hours)

  1. The Bible on Possessions and Giving.
  2. Leading the Way Requires Knowing the Way (A New Focus and a New Culture for Giving).

Marketing and Messaging – Attracting High-Capacity Families (4 hours)

  1. How to have a formal, targeted role out of Stewardship Planning Ministry
  2. Private labeled materials (books, articles, videos, etc.)
    1. Creating customized Newsletters
    2. Drip Marketing Strategies (What to do and not do)

Development Staff Training (24 hours)

In this section, you’ll gain insight into the world of extremely affluent individuals. This knowledge will enable you to overcome obstacles and develop significant connections. By doing so, you’ll unlock their stewardship potential and create strategies to help them achieve their stewardship objectives with your nonprofit as their vehicle.

Understanding the World and Opportunities of Your Highest-Capacity Ministry Partners (8 hours)

  1. Ten Unique Stewardship Dilemmas Wealthy Christians Face and How it Impacts Their Giving.
  1. Extraordinary Giving Opportunities for Extraordinary Believers.

Helping Your High-Capacity Ministry Partners Overcome Barriers to Greater Giving (8 hours)

  1. Asking the Right Questions is Essential to Getting the Right Answers.
  2. Identifying and Overcoming the Five Major Barriers to Giving.
  3. The Collision Between a Biblical and a Secular Worldview in Planning and Giving.

How to Have More Intimate and Productive Conversations with Your Ministry Partners (8 hours)

  1. Learning to Ask Ministry Partners the Right Kinds of Questions.
  2. Looking for Noncash Giving Opportunities – “Don’t Write that Check!”

Stewardship Planning Services Training (20 hours)

You’ll learn the whole process, including handling legal and tax issues. Most importantly, you’ll discover the key questions to ask your partners. These questions will encourage partners to share their deepest desires, enabling them to make the most impact through stewardship.

Understanding the Stewardship Planning Process (10 hours)

  1. The Five Phases of the Stewardship Planning Process.
  2. Diverting Tax Dollars to Giving Dollars
  3. The Three Essential Questions Affluent Families Must Answer to be able to do

Comprehensive Stewardship Planning and Optimizing Giving

  1. How Much is Enough for Us?
  2. How Much is Enough for Our Heirs?
  3. What Are We Going to Do with What’s Left Over?
  4. How Major Giving is Directly Connected to and Influenced by Inheritance Planning.
  5. Reviewing the Stewardship Planning Questionnaire used in the Discovery Retreat (getting to the giving conversations in the proper order)
  1. Case Studies – before and after results – exponential increases in giving.

Understanding the Stewardship Planning Tools and Strategies (10 hours)

  1. Understanding and Using the Charitable Planning Tools.
  2. The Four Key Stewardship Planning Techniques Used to Optimize Kingdom Giving.
  3. Combining Various Planning Tools to Further Optimize Giving.
  4. The Power of the Stewardship Briefing for Enhanced Giving (Content and Methodology).

Weekly Coaching Calls

We conduct weekly coaching calls to help you apply all that you are learning in the day-
long, monthly training sessions and to hold you accountable for incorporating the needed
changes in your own personal life and the culture of your organization.

These coaching calls also give you an opportunity to “pick our brains” and ask questions or advise you on specific ministry partner situations that you encounter. It is intended to be
field experience coaching.

Services For Your Ministry Partners

Stewardship Briefings

As part of our coaching services, we will conduct Stewardship Briefings for your highest capacity supporters to introduce them to a radically different approach to financial and estate planning that is grounded in a biblical worldview instead of the traditional secular worldview that is routinely practiced in the industry.

We help them answer the three essential planning questions that must be answered if a family wants to do comprehensive planning. We will also provide attendees with a new way to think about inheritances for their families.

Discovery Retreats

For those families who attend a stewardship briefing, they are given the opportunity to take the next step and schedule an individual day-long Discovery Retreat with two of our team to help them gain clarity on exactly what they believe God wants them to do with all of the possessions that God has entrusted them to manage. This retreat is a deep dive into their personal histories, their families, the wealth they manage, and how to best steward it all.

As a result of this Discovery Retreat, the family will develop a detailed list of stewardship planning goals and objectives to help their advisors and the SRG planning team create a stewardship plan that achieves all of their planning goals and objectives. Because we see stewardship planning as far more of a spiritual exercise than a financial and a legal one, the questions we ask are much different than the questions they have been asked in the past and consequently they come up with totally different answers than they have in the past.

Secure Resources Today!

Download Our Quick Development Questionnaire

How would your ministry partners answer these statements if asked to respond to their perceptions of your organization? Quickly find out!

From him the whole body, joined and held together by every supporting ligament, grows and builds itself up in love, as each part does its work.”

From him the whole body, joined and held together by every supporting ligament, grows and builds itself up in love, as each part does its work.”