8403 Colesville Road,
Today, the Black Church has an unprecedented financial responsibility to help people create a life legacy, which can assure the financial viability of their congregations as well as the future sustainability of the church institution itself. Part of that responsibility comes from the notion that the church is properly structured for continued growth and organized to support an eternal mission that is driven by faith.
That said, our research shows alarming statistical evidence that without some financial education and direction, the Black Church may not survive the increasing economic demands exacerbated by, among other things, aging congregations or pew migration to alternative disciplines.
Couple those concerns with the specific factors of:
At BWA, we work with church leadership and congregations alike to teach, motivate and activate the resources necessary to foster individual and organizational financial independence via sustainable wealth strategies, principles and stewardship.
WHAT WE DO AT BWA?
At Bailey Wealth Advisors we work with church leadership to meet its financial goals by activating strategic, proactive and proven principles for growth in endowments that support church operations, services and ministries.
HOW DO WE DO IT?
We guide you through an advanced set of strategies to enhance the church’s ability to:
HOW DOES THAT WORK? – A Two Step Approach
We conduct a SWOT (Strength, Weakness, Opportunity and Threat) analysis and in concert with the leadership team, develop an action plan with 1st and 2nd level priorities.
1. Leadership Team - Asset Valuation and Revenue Projection
“The stewardship studies of congregations reveal that in every congregation with forty giving units, one in that forty has the capacity to give as much as the other thirty-nine combined. Secondly, since death is still universal, and since we all die with something tangible we leave to others, the church supported in our life time could be supported in our last Will and Testament.”
Robert W. Bohl Pastor – Village Presbyterian Church
We serve to engage and activate all church stake-holders, including the congregation and community at-large. Ultimately, the goal is to leave no interested parties behind during the fulfillment of the church mission and vision.
2. Literacy to Legacy Workshop(s) - Congregation & Community Involvement
Literacy to Literacy is a BWA program designed to educate workshop attendees on the virtues of creating “Sustainable Wealth” for individuals, families and community Institutions. It focuses on the laws and ethical principles that encourage financial independence in America.
Research shows that people that care about their church, are certain that their gifts will be used as designated, and understand financial tools used to facilitate the transaction, are cheerful givers. These givers are likely to give not only now but beyond their lifetime.
Workshop Participants will learn the value of:
Contact Bailey Wealth Advisors today. We will arrange time for you to meet with one of our advisors. We want to hear about your church and its mission and welcome the opportunity to be of assistance.
Ask for Kevin Johnson, Director of Communications
Eric Bailey is a registered representative of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Bailey Wealth Advisors is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.CRN-2658843-072619