The Hub of Preserving Capital
for Faith Driven Investing
A primary source of investment capital for kingdom causes comes from successful faith driven entrepreneurs as they exit their businesses. A surprisingly high number of business sales happen in a non tax advantaged way, resulting in large taxes being paid that could have otherwise gone to ministry pursuits. Its in an effort to maximize the availability of faith driven capital that we have provided a list of experts in the field that setup structures that allow business owners to maximize their giving and investing. A number of financial advisors that we feature on the site are great to consult. A few organizations that are a pure play are featured here on this site. The leading group in this space, National Christian Foundation put together a series of great videos that explains how it often can work to maximize the sale of your business. Here’s one told through the story of one of their long time families. Also checkout some of the Best podcasts, posts, and places to get involved, all in one place.
Podcasts | Blog posts | Favorite Sources for Preserving Capital | Working Group | Leading Voices in the Conversation
Recent Podcasts about Preserving capital for Faith Driven Investing
Podcast Episodes
Ken Barnes works as the Director of the Mockler Center for Faith & Ethics in the Workplace at Gordon-Conwell Theological Seminary. He joined us to share a history of the relationship between capitalism and morals, where the two began to separate, and what we can do to bring them back together.
Today’s guest is Greg Lernihan. He is the Co-Founder of Convergint Technologies, which started in a basement in 2001, and is now the world’s largest electronic security firm with over 5,000 colleagues globally. As a thought leader in the Faith Driven movement, Greg shared his insights for those just starting the journey toward faith-driven investing…
We’re so excited to share a conversation today that we think is long overdue. If you’ve been following the website, you’ve no doubt seen the name Jerry Bowyer as we’ve featured several of his blog posts, all of which are must-reads. Jerry is a leading thinker in finance and economics and a frequent contributor for Forbes and Townhall. His writing has been influential in the Faith Driven Investor movement, and we think you’ll enjoy our conversation about reading the Bible, following Jesus, and investing as faithfully as we can…
If you’re worried about COVID-19, today’s special podcast episode might be the resource you need! Todd Wagner is the lead pastor at Watermark Community Church in Dallas, Texas. If that name sounds familiar to you it’s probably because you’ve heard Henry mention it in the intro to this podcast as the location for where we will be hosting our Faith Driven Entrepreneur and Investor Conferences this fall. In addition to being our host and a speaker at the event, Todd is also a great voice in the faith-driven conversation. His words of wisdom—or as his Twitter handle calls them, words from wags—are encouraging, challenging, and uplifting to all who hear them. And with our current events, we could all use encouragement…
If you’ve been following the Faith Driven conversation, you’ve no doubt heard the name Tom Nelson. He’s been featured on the Faith Driven Entrepreneur podcast twice, and we’re so glad to get to talk to him about the investing side of this conversation. Tom recently wrote a book titled, The Economics of Neighborly Love. In it, he brought his theological insight into the realm of finance, investing, and economics. Hear him talk more about it now…
Today’s episode takes us to jail. Well…not exactly. But we are interviewing a man who owns and operates a business that is run out of a high-security prison. His name is Pete Ochs, and in addition to working as founder and chairman of an impact investing company, he’s also working to make Hutchinson Correctional Facility in Kansas the best prison in America. How? Well, the answer has to do with his approach to multiple bottom line investing…
Today’s episode finds us all the way down under—in Australia with our guest Tim Macready. Tim is Chief Investment Officer at Christian Super. He has been responsible for the development of the Fund’s Responsible Investment Approach, which is applied across the entire portfolio and now incorporates Negative Screening and Impact Investing. Tim shared about how he set out to create the “perfect, faith-driven fund”. But then he realized…We’re all sinners. He’s a sinner, every company is led by sinners, and every company is a sinner. He talks openly about how that shifted his perspective, some of the tough decisions it led him to, and how he stewards that calling today. Listen in today…
Today we are in Lancaster, Pennsylvania talking with Peter Greer, CEO of Hope International. Specifically, we’re talking to him about his new book, Rooting for Rivals. Peter is going to explain why he believes that leaders in the Faith Driven Investing community can multiple their impact when they focus on collaboration and cooperation. He raises an interesting topic that leads to a great conversation, and we think you’ll be glad you listened in…
Many of our listeners are familiar with Dr. Brian Fikkert as one of the bestselling authors of When Helping Hurts and several other books. He’s the President of The Chalmers Center for Economic Development, a research and training center that is dedicated to helping groups declare the kingdom of God by bringing economic development and spiritual transformation to the poor. He’s been a part of some fascinating new books that tackle some of the deep ideas of Gleaning and how it affects our view of Faith Driven Investing. Its an idea that they like to say is “Practicing the Kings Economy”. He’s on our podcast to share a little bit about what they learned in the process of writing these new books. Listen in to learn more…
Welcome to the Faith Driven Investor podcast! This is a podcast specifically for fund managers, investors, business owners, and pastors who believe God owns it all and who care deeply about how we steward our investments for financial return and gospel-centered transformation. Today’s first episode features Henry Kaestner and Aimee Minnich. Listen in as they share what God has been doing in this movement and what’s to come.
Coming soon!
Recent Posts about Preserving Capital for Faith Driven Investing
The Blog
I don’t like poverty. I’m uncomfortable enjoying my abundance alongside others who struggle daily to make ends meet. The questions sometimes haunt me: Why them, and not me? Where could we possibly get enough “for these people to eat”?
Eric tells about how his grandmother was an amazing woman who understood how to leave a Transformational Inheritance…
In our Western world, we tend to think about the here and now—the immediate. It’s so much about job, career, taking the next step. But God thinks in terms of generations, a much longer view.
Hear Ron Blue and Jeff Cave talk about the history, the present and the future they see for Faith Based investing at the opening plenary of the 2019 CIF Lead…
Eric tells about how his grandmother was an amazing woman who understood how to leave a Transformational Inheritance…
Financial advisors and the philanthropy world have been watching wealth transfer carefully for the last 20 years. That’s since John Havens and Paul Schervish of Boston College first published their 1999 report estimating $41 trillion would be transferred over 55 years.
Listen to our conversation with Wade Myers to learn about small business exit strategies, how investors and entrepreneurs alike can plan for them, and what it looks like to finish well.
It’s estimated that Christians manage over 150 trillion dollars. That’s over half the world’s wealth. That’s 200-300x what is given (around the world) philanthropically each year. Capital has influence. Yet many of us are content to let others determine our investment strategy.
A growing trend in corporate America that is being embraced by some of the largest and most recognizable companies will be the topic of a first-of-its-kind conference in February. From Google to Facebook to Walmart, companies from a range of industries are recognizing that faith-friendly environments mean better workplaces and better businesses.
My genes make it tough to find jeans. I’ve got short legs, and finding a pair of trousers to fit them can be a challenge. They are either too short, too long, too tight or too baggy, so when I find a pair that actually fits, I end up buying several of them to stock up.
My time of service at Crown Financial Ministries was a life-changing experience. Through this I felt the Lord had given me Matthew 25 as my “life chapter” to live out in all areas of my life.
The day after selling our operating company we knew we were in the family office business and we knew we had a great deal to learn about the preservation aspects of wealth, but we then had to get real focused on the growth aspects of those assets.
A recent UBS Investor Watch study notes that a whopping 41% of business owners expect to exit their business within the next 5 years.
I was 17 when my dad died. It was sudden and deeply disorienting. Those days and weeks immediately afterward were a dense fog of grief and cleanup. He died without a will or estate plan (mainly because he had nothing to plan).
A 2016 WealthCounsel survey on estate planning offers some interesting insights on why Americans don’t complete their estate planning. Forty-three percent of Americans don’t have a will. Some of the reasons include the following:
NCF has an innovative solution that allows you to donate a non-voting interest in your business right before the sale, receive a substantial tax deduction, reduce or eliminate capital gains taxes on the gifted interest, and convert those tax dollars into more giving for your favorite ministries.
Through NCF’s charitable shareholder strategy, Todd uses his business to fund his ministry. His generosity is evident in his community, but it is also impacting the world for the good of young children.
Missouri businessman and founder of Learfield Communications, Clyde Lear, teamed up with NCF to maximize the impact of his business sale and send more to ministry, instead of taxes.








































Listen to our conversation with Wade Myers to learn about small business exit strategies, how investors and entrepreneurs alike can plan for them, and what it looks like to finish well.