Our Work

The work of our clients spans the globe, and likewise we cast our vision globally when considering the many factors that drive their financial growth.

We’ve proudly provided independent financial planning services to Christian nonprofit organizations for over 30 years.

Important Disclosure: The clients on the above partial client list were selected based on similar business structures, not on the basis of performance. Inclusion on this list does not constitute an endorsement by any client of our advisory services.

ministries

Denominations

Investment Program Evaluation & Development

In 2001, Cornerstone began a relationship with a large Denominational Foundation to provide infrastructure to a $10 million investment program and a $70 million church loan fund. At present, the investment program is over $130 million, and the loan fund program is over $140 million.

Denominations

ministries

Investment Program Evaluation & Development

In 2001, Cornerstone began a relationship with a large Denominational Foundation to provide infrastructure to a $10 million investment program and a $70 million church loan fund.

Ministries

Policy Review and Staff Training

Cornerstone reviewed all policies and identified growth opportunities within the Planned Giving department. Later, Cornerstone became involved in the significant cash management program for a well-established Mission-Sending Organization.

non-profits

Ministries

non-profits

Policy Review and Staff Training

Cornerstone reviewed all policies and identified growth opportunities within the Planned Giving department. Later, Cornerstone became involved in the significant cash management program for a well-established Mission-Sending Organization.

foundations-case-study

Foundations

Donor Advised Fund Program

Cornerstone worked with a large Ministry Foundation to manage the investment program and planned gift administration through the client’s DAF portal.

Foundations

foundations-case-study

Donor Advised Fund Program

Cornerstone worked with a large Ministry Foundation to manage the investment program and planned gift administration through the client’s DAF portal.

Whatever your financial need, Cornerstone Management is a team of professionals who will help your organization grow and thrive.