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 is the newest member of the Estate Specialist team. He was the President of the Back to the Bible Foundation and has been involved in planned giving and estate planning for over 20 years.||LaNell Scott - is our Estate Specialist who interacts with the attorneys involved in the drafting of legal documents. She assists in insuring that your wishes are met. She has 18 years of experience in estate planning and has been mentored by one of the country’s leading estate planning attorneys, Dennis K. Thomas.|
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.|
|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 until the proposal is finalized and all of your goals have been met. Upon completion, we send you a binder for your documents and our final estate design proposal. This binder also contains a very helpful booklet entitled "Memo to Loved Ones" which we will review with you.|
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.