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275 Hess Boulevard, Suite 201
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Lancaster, PA 17601 -
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For Advisors
A Heart for Generosity
As a financial advisor, you have clients with a heart for generosity. Some of them are savvy planners and others are just getting started. If you are looking for a partner to help redefine generosity through creative giving tools, the Faithful Journey Foundation can be your partner. Our team shares your values and is equipped with the knowledge to receive complex gifts that many others cannot.
Maximize Giving | Minimize Taxes
Even the most financially savvy clients don’t always have a well-designed approach to charitable giving. Some may not understand the benefits of utilizing a Donor Advised Fund, whereas others are unaware of how maximized giving can minimize taxes, while also creating more for their heirs.
How Faithful Journey Foundation Benefits Advisors
This is a powerful opportunity for advisors to become experts on charitable giving and learn how to best guide their clients who seek to support causes that are important to them. The desire to donate to charity is a high priority for many clients. It’s important for clients to see that their advisors are equally as passionate about their financial goals.
A Stewardship-Centered Approach
Faithful Journey Foundation is here to partner with you, as you guide your clients towards a stewardship-centered approach to their finances. Our solutions can be an inspiring and practical approach for your clients and for you as you support their ambitions to give generously to Christian charities.
As we seek to redefine the ways in which Christians give, we hope to also become a resource for you.
Your Partner for Complex Financial Donations
Our creative and experienced legacy planners are equipped with fresh ideas and strategies to manage giving and receiving complex financial donations. When it comes to complex tax planning and the unique needs of a fiduciary for estate strategies, our multi-disciplinary team can establish the best parameters to make their legacy dream a reality for their family, church, and charity.
How does Faithful Journey Foundation benefit professional financial advisors?
Relationships
Forge new relationships with prospective clients who are passionate about maximizing their generosity.
Expertise
Increase the breadth of your professional expertise, especially as charitable giving continues to increase.
Generosity
Maximize your clients’ generosity, thus maximizing their giving impact and your impact as their valued partner.
Retain A.U.M.
Retain assets under management by choosing a partner that fits your needs as a financial professional.