How does The Steward Partnership work?


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The Steward Partnership offers members a variety of services and optional customization to fit most all ministry needs and budgets. 

All members of The Steward Partnership receive:
  • Coaching/consulting in the establishment of gift-acceptance guidelines
  • Guidance in the integration of an estate and planned-gift design calendar into the overall ministry development and fund-raising plans
  • Annual staff-training sessions at a central location with other members

Standard membership services also include:
  • A planned giving website (here) offering high-quality, technically-accurate information to ministry friends 24/7/365
  • Access to personalized planned-gift and estate design proposals (here) for ministry friends.  The estate design has been used by thousands of families to plan billions of dollars of estate assets
  • Regular email marketing opportunities to ministry friends
  • Multiple workshop/seminar opportunities with interesting, relevant, and entertaining topics
  • Development staff training/mentoring in estate and planned-gift design
  • Unlimited telephone and email contact with estate and planned-gift design professionals
  • Two regularly scheduled on-site coaching/consulting visits to use at the member's discretion.  For example, time can be used to train staff, board, volunteers; conduct seminars/workshops; meet with individual ministry friends; or, a combination of all three
Members can also choose to customize the website, print-materials, e-mails, and the number of days on-site.