Jim Wise
Kingdom Investment Portfolio Tool
Tools and Resources: Client Tool
January 2020
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This four-page spreadsheet is a working tool developed by Jim Wise in conjunction with the Study Group, "A Biblical Giving Blueprint: Where to Give." It can be customized for each client, moving from general giving categories to specific causes and recipients, and can be used to monitor philanthropy over time.
About the Speaker
Jim Wise
Ronald Blue TrustJim Wise is a Senior Partner and Senior Financial Advisor for the Private Wealth Division of Ronald Blue Trust. A frequent conference speaker for churches and faith-based organizations, Jim also teaches a weekly Bible study in the Lake County Jail. Jim has written three books: a Bible study workbook, Five Steps to Financial Freedom; Spiritual Gifts, Plain and Simple; and Inheritolatry: The Final Obstacle to Completing the Great Commission. He has earned many professional designations including the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida, and have six adult children and six grandchildren.
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