The Carpenter’s Plan Financial Priorities Financial Priorities Partnership was born out of our highly successful Financial Priorities seminars. The Financial Priorities seminar was designed as a one-time seminar to educate church members about the biblical principles of giving out of our assets. After 2 1/2 successful years of seminars and hundred of estate plans later, we saw the need to provide a training program designed to assist churches who would like to maintain an ongoing, holistic stewardship training program.

While we still offer the stand-alone seminar, most churches are requesting an ongoing service to assist them in developing an attitude of year round stewardship.

The Carpenter’s Plan Partnership training includes: 

• Complete notebook with promotional materials
• Training for the program coordinator 
• A 3 hour seminar by a trained consultant
• A Carpenter's Plan professional on site to meet with those who have signed up for the estate planning service during the seminar
• Estate plan recommendations for each participant
• An estate planning consultant onsite every 3 months
• Estate planning resources integrated into the church's website, maintained by The Carpenter's Plan

The website provides information for those wishing to learn about charitable estate planning or begin the planning process online. The website also includes a secure area with articles, announcements, Bible class lessons, videos, and slide presentations.