Christian Heritage Advisors

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For Pastors Only

CHA recognizes and understands a Pastor’s need to keep ravening wolves out of the pulpit and his sheep in the pew protected from injury or from scattering. The following commitment from CHA provides the necessary

“Calming of Your Fears”

CHA strives to never cause any disruption to the ministry of any local Church. Its “Ministry of Helps” guarantees the following:
1) It is not a “For-Profit” business trying to generate sales activity.
2) It is not a resource entity hoping to produce or supplement a living for the Messenger.
3) It is not a sales or marketing effort to take advantage of or fleece church-going sheep.

Upon invitation CHA will introduce its ministry and preach a sound Biblical message in your church on a Sunday morning or evening. CHA will further educate and counsel only those Members who respond to the message and request an appointment to meet.

CHA does not charge a fee to the Church nor the individual Members unless agreed to in writing. The reasonable suggestion here is for the Church to cover travel and lodging expense through an offering.

The primary reasons a Pastor would get involved with inviting CHA into his Church are: The Tremendous Need, Taking the Lead and the Good Deed.

The Tremendous Need

There is a tremendous need for God’ people to understand how to take care of their final “act of stewardship” in estate passage. For most people (perhaps 70%) the primary obstacles that keep this responsibility from getting done is: not finding someone capable and trustworthy to assist them and the lack of motivation or urgency to go from start to finish.

Although recent estate tax laws should potentially reduce the number of U.S. citizens from being liable for Federal Estate Taxes, still too many people in your Church may physically die “Intestate” or have two beneficiaries whom they did not name as heirs in their wills: the government and a law firm.

Those people who presently have Simple Wills or Revocable Trusts (about 30 to 50% depending on location) typically leave everything to their surviving spouse and if the spouse doesn’t survive, then to their children equally. In too many cases (greater than 90%) the local church is not a named beneficiary. Why? Lack of knowledge, understanding, or conviction; perhaps all of the above.

Taking the Lead

The process of leaving a legacy can be complex, daunting and perhaps somewhat unapproachable. However, Pastors can help their people overcome this reluctance or fear by exemplary leadership. God’s people should be made aware they can please God in their final “Act of Stewardship”.

But does it really matter if unexpected heirs or consequences erode wealth and prosperity when a Church-Member, friend or family member dies? Should a Pastor get in the middle of providing financial education or legal counsel for his flock in these matters? Or should the Pastor take the lead and create the opportunity for this education and counsel being brought in from someone the Pastor can have confidence and trust in?

The Good Deed

Far too often Church Members buy a “Planning Package” from an Unsaved and Unsavory financial salesperson who may in good faith refer the Christian to a local competent attorney that has no clue concerning the Will of God. The outcome is God is left out because the Counselor is usually not familiar with Biblical stewardship and cannot or will not go beyond standard beneficiary designation.

Your Local Church will become a beneficiary if your people have a clear Bible understanding and conviction to include God in their Wills and Trusts. The result: God will be pleased and reward your “good deed” of giving leadership and instruction that responds to this tremendous need.

Your Church, the flock God has entrusted to you the Pastor, needs to hear Christian Heritage Advisor’s message. Our ministry will bless you, the leader of your local church, your people with someone they can trust and
have confidence in, and honor God with meaningful fruit that will glorify God.

Please review the details under the “Estate Planning” icon. If you still aren’t sure about booking an appointment, call, write, or e-mail us. Better yet, pray first about engaging our ministry and then communicate with us so we can respond to your concerns or questions.