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Where Financial Rigor Meets Behavioral Insight

Leadership consulting for faith-based endowments, foundations, and institutions seeking both fiduciary excellence and mission fidelity.

Strategic Policy Architecture | Behavioral Discipline & Pastoral Insight | Tax-Optimized Distribution Specialist| Legacy Stewardship Expert

Who we serve

We don't add faith to finance. We integrate both at the foundation.

Organizations
Churches
Denominations
Seminaries

Our Unique Position  

What makes LifeTree Stewardship Institute different:

We don't simply "add faith to finance." We operate on the conviction that a non-profit’s mission is its most valuable asset. The LifeTree framework is built on three pillars of specialized expertise, guaranteeing that your fiduciary decisions are always structurally aligned with your spiritual calling.

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Difference

The LifeTree Difference:
Integrated Stewardship  

The Integration Gap Your board needs both Wall Street rigor and theological depth. Most consultants offer one or the other—never both.

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Christian institutions require more than standard financial advice; they require integrated stewardship. We combine the three non-negotiable pillars of institutional strength to ensure your calling and your capital are perfectly aligned. We don’t fill one gap; we bridge three.

The LifeTree
Ecosystem

Collaborative expertise. Comprehensive solutions.

Every engagement leverages our full team's expertise:

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Workshops and Services

Fiduciary Decision-Making

Transform your board’s thinking from reactive to disciplined and resilient, ensuring decisions are based on data and values, not groupthink or anxiety.

Mission Alignment & Policy

Halt mission drift before it impacts your assets. We provide the governance tools necessary to ensure today’s spending honors tomorrow’s mission.

Executive Fiduciary Duty

Secure your greatest asset—your staff—by aligning your benefits package with your stated mission. This audit serves as the strategic justification for implementing necessary protection products

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Strategic Governance Consulting. Complexity Science Applied to Fiduciary Policy.

5540 Centerview Dr Ste 204

Raleigh, North Carolina

27606-8012

980-399-6249

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