PhilanthroCorp was started in 1997 and exists to help Christian ministries meet the needs of their donors in the areas of estate planning as well as issues relating to the sale of assets such as a family business, land, real estate, etc. In both areas, our desire is to be a blessing to the people we serve by minimizing taxes, providing for families and retirement, and increasing charitable gifts.
For the Christian, estate planning may be the most important act of stewardship he or she will ever undertake. Sadly, the traditional planning approach has been to find ways to pay taxes at the time of death often making the IRS the largest, single beneficiary.
PhilanthroCorp makes our services available to donors without any cost or obligation. We are an outsource solution for the charity client. We do not sell insurance; we will simply study the donor’s information and develop an estate plan that will maximize their goals for family and ministry while minimizing taxes.
Our Estate Specialists are here to help you accomplish your planning goals and help build the Kingdom.
Dave Keesling - Dave is the co-founder of PhilanthroCorp and leads the Estate Specialist team. He has been helping people all over the country develop estate plans from a biblical perspective for over 30 years.
|Jay Haddix – Jay joined PhilanthroCorp in 2002. He received degrees in Business and Theology from Azusa Pacific University in Southern California. Jay has a big heart for people and his desire is to be a blessing in any way that he can to the Kingdom.|
|Bryon Swanson - Bryon joined the PhilanthroCorp Estate Specialist team in 2012. He was the President of the Back to the Bible Foundation and has been involved in planned giving and estate planning for over 25 years.|
|Matt Poe - Matt has a degree in business management and marketing from Pensacola Christian College. He served at Back to the Bible for 15 years in a variety of management and marketing roles, but found his passion for planned giving and estate planning as the Vice President of the Back to the Bible Foundation.|
Our Scheduling Team is here to coordinate your scheduling needs with one of our Estate Specialists. They will work to set an appointment that accommodates your busy lifestyle. You will receive appointment reminder calls or emails from the Scheduling Team. They are also available to assist you with any rescheduling needs you may have.
To begin the estate planning process, our Scheduling Team will connect with you 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 your personal goals.|
|Immediately after the initial appointment, we will send you 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.||
|During the next phone meeting we will begin refining the proposal. We will continue to do this in subsequent calls until we have finalized an estate design that completely accomplishes your goals.|
|At this juncture, we will connect with an attorney to move into the drafting phase. We are able to introduce you, over the telephone, to an attorney in our network that will draft your documents at a reduced rate. If you already have a relationship with an attorney, we are happy to work together to complete your estate plan.|
|The Estate Specialist will continue to work with you and your attorney until you have estate documents that match the finalized proposal. When the documents are executed we send you a binder for the documents and our final design proposal. The binder includes a very helpful booklet entitled "Memo to Loved Ones". We then schedule a final call to review the booklet and help you organize all information to make things easier for loved ones.|
We hope you will take advantage of this opportunity to gain professional assistance and advice from a Biblical perspective. You can discuss even the most difficult decisions because your privacy is assured. We do not sell products, we do not serve as trustee and we do not draft legal documents.
You may call PhilanthroCorp at 800-876-7958 or submit the form below for us to contact you.
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