Insights

Growth momentum The organization has recent leadership changes and new roles, including a newly appointed Executive Director for Legacy Services and a Senior Vice President, indicating a formal expansion and strategic initiatives that may open doors for partnerships in legacy planning, charitable gift programs, and donor engagement services.

Legacy services expansion Launch of Legacy Giving: The Goose and the Exotic Birds and the establishment of a Legacy Services department suggest a strong focus on planned giving and donor stewardship. Targeted outreach to nonprofits seeking to optimize gift designations and long-term funding could be a high-potential fit.

Donor engagement potential A track record of serving tens of thousands of families and partnering with numerous ministries signals a broad donor network. This presents opportunities to offer donor engagement, stewardship technology, and outreach programs to improve retention and gift throughput.

Tech and operations fit Current tech stack includes Wix, WordPress, Google Cloud, and collaboration tools. This offers opportunities to propose modernization services, integration of donor management platforms, security enhancements, and cloud-based collaboration to support growth and scalability.

Leadership and governance Recent leadership appointments across executive leadership and partner engagement imply ongoing strategic initiatives. Approach could focus on executive-facing partnerships for high-level stewardship programs, board governance alignment solutions, and sponsor-driven campaigns.

Similar companies to Financial Planning Ministry

Financial Planning Ministry Tech Stack

Financial Planning Ministry uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore Financial Planning Ministry's tech stack below.

Media & News

Financial Planning Ministry's Email Address Formats

Financial Planning Ministry uses at least 2 email formats:
Financial Planning Ministry Email FormatsExamplePercentage
First@fpm.orgJohn@fpm.org
68%
FLast@fpm.orgJDoe@fpm.org
32%

Frequently Asked Questions

What is Financial Planning Ministry's official website and social media links?

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Financial Planning Ministry's official website is fpm.org and has social profiles on LinkedIn.

How much revenue does Financial Planning Ministry generate?

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As of August 2026, Financial Planning Ministry's annual revenue is estimated to be <$1M.

What is Financial Planning Ministry's SIC code and NAICS code?

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Financial Planning Ministry's SIC code is 8661 - Religious Organizations and NAICS code is 8131 - Religious Organizations.

How many employees does Financial Planning Ministry have currently?

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As of August 2026, Financial Planning Ministry has approximately 30 employees across 1 continents, including North America. Key team members include Vice Chairman: L. S., Board Director: A. C. and Estate Consultant: P. S. Explore Financial Planning Ministry's employee directory with LeadIQ.

What industry does Financial Planning Ministry belong to?

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Financial Planning Ministry operates in the Religious Institutions industry.

What technology does Financial Planning Ministry use?

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Financial Planning Ministry's tech stack includes Wix, WordPress, Wix eCommerce, Google Workspace, Mimecast, Google Cloud, Sentry and Adobe Creative Suite.

What is Financial Planning Ministry's email format?

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Financial Planning Ministry's email format typically follows the pattern of First@fpm.org. Find more Financial Planning Ministry email formats with LeadIQ.

When was Financial Planning Ministry founded?

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Financial Planning Ministry was founded in 1982.
Financial Planning Ministry logo

Financial Planning Ministry

Religious InstitutionsCalifornia, United States11-50 Employees

Financial Planning Ministry is a religious institutions organization based in Irvine, California, with a history spanning over four decades. It emphasizes stewardship and nonprofit giving, documenting extensive engagement with families and ministry partners and managing significant gift designations to Christian ministries. The organization positions itself as a leader in nonprofit planned giving, offering educational resources and services through its Legacy Services department. It also maintains a stated policy disclaimer that it does not provide legal advice and that its materials are educational in nature.

Section iconCompany Overview

Website
fpm.org
SIC Code
8661 - Religious Organizations
NAICS Code
8131 - Religious Organizations
Founded
1982
Employees
11-50

Section iconFunding & Financials

  • <$1M

    Financial Planning Ministry's revenue is estimated to be in the range of <$1M

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