Advicers.The community for everyone in financial advice who cares about techJoin · $49/mo →
Pick your niche / Niche moments
Faith-based investors

10 moments for faith-based investors.

Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.

  1. Investing in line with faith

    “Your portfolio may hold companies that conflict with your faith. You can screen them out.”
    Ringtone
    A holdings report
    What's at stake
    Faith-based screens.
  2. Tithing and budgeting

    “Tithing first? Build it into your budget.”
    Ringtone
    A paycheck
    What's at stake
    Giving priorities.
  3. Giving appreciated assets

    “Giving stock instead of cash can increase your gift.”
    Ringtone
    Year-end giving
    What's at stake
    Tax-efficient giving.
  4. Debt and faith

    “Many faiths warn about debt. A plan to get out helps.”
    Ringtone
    A debt balance
    What's at stake
    Debt payoff.
  5. Interest-free finance

    “Need financing that avoids interest? There are options.”
    Ringtone
    A mortgage search
    What's at stake
    Faith-compliant financing.
  6. Estate and legacy

    “Your estate can reflect your faith.”
    Ringtone
    Writing a will
    What's at stake
    Charitable bequests.
  7. Giving through a donor-advised fund

    “A faith-based donor-advised fund helps you give over time.”
    Ringtone
    A large gift
    What's at stake
    Giving vehicles.
  8. Generosity and teaching kids

    “Teaching kids to give starts young.”
    Ringtone
    A child's allowance
    What's at stake
    Family values.
  9. Missions and sabbaticals

    “Planning a mission trip? Budget for it.”
    Ringtone
    A trip invitation
    What's at stake
    Planning time away.
  10. Retirement and service

    “Retiring to serve? Plan the income.”
    Ringtone
    Retirement
    What's at stake
    Purpose and money.

Make a video about one See advisors for faith-based investors

General education, not financial advice. Check rules and figures against current law before you publish.