At SourceEnergy Wealth Advisors, we recognize the unique financial needs of churches, faith-based organizations, and religious communities. Our Faith-Based Financial Planning Services are designed to empower churches and groups with the tools to manage their finances responsibly, sustain their missions, and build lasting generational wealth.

Our Faith-Based Financial Services

1. Church & Nonprofit Trusts

We assist churches in establishing community and group trusts to ensure sustainable financial management. These trusts:

• Provide long-term financial security for the church and its programs
• Facilitate tax-efficient donations and planned giving
• Support real estate and asset management for religious institutions

2. Estate Planning for Religious Leaders & Congregations

We offer wills, trusts, and estate planning services tailored for pastors, ministry leaders, and congregation members to ensure:

• Proper wealth transfer to future generations
• Healthcare proxies and power of attorney for clergy and church officials
• Philanthropic giving strategies aligned with faith values

3. Sustainable Church Financial Models

We help faith-based organizations develop self-sustaining financial models through:

• Endowments and investment funds to support church operations
• Tithing and donor stewardship programs to enhance giving
• Faith-aligned investment opportunities to grow financial resources

4. Church Property & Asset Protection

Managing church properties and assets requires specialized financial strategies. We provide:

• Structuring church real estate holdings for long-term sustainability
• Risk management and legal protections for religious properties
• Financing and funding options for church expansion and capital projects

5. Grant & Funding Assistance for Faith-Based Organizations

Our team helps churches and nonprofits secure grants and funding by:

• Identifying faith-based and government grant opportunities
• Assisting in proposal writing and funding applications
• Structuring financial sustainability plans for long-term impact

Why Choose SourceEnergy Wealth Advisors?

• 50% Group Rate Discount for churches and religious organizations engaging in collective trust services
• Expert legal and financial guidance tailored to faith-based needs
• Ethical and mission-aligned financial planning
• Proven strategies for intergenerational wealth creation

Empower Your Church’s Financial Future

At SourceEnergy Wealth Advisors, we are committed to helping churches, ministries, and faith-based organizations achieve financial security while staying true to their mission. Contact us today to learn how we