Cornerstone was founded in 1991 by a team of professionals to provide an independent, turn-key solution to Christian non-profit organizations seeking to outsource their asset management and deferred gift administration.

Our independence, objectivity and excellent customer service have allowed us to attract some of the most notable Christian ministries in the country. We believe this is a direct result of our passion for stewardship and the alignment of our team values with those of the clients we serve.

Comprehensive Services

Cornerstone's team of professionals provides comprehensive investment consulting and administrative solutions for Christian non-profit organizations and individuals in the following areas:

  • Endowment Funds
  • Charitable Trusts
  • Gift Annuity Programs
  • Donor Advised Funds
  • Personal Assets
  • Various Other Split Interest Gifts

Custom Solutions

As a privately held registered investment adviser, Cornerstone is able to design customized investment solutions to meet the specific needs of our clients. Our commitment to independence allows us the freedom to combine cutting edge technology with time honored investment techniques to enhance our clients' stewardship.

Thorough Experience

Our team has developed unique experience in administering complex split interest gift arrangements. Combined with our commitment to customer service and attention to detail, this experience allows us to fully support the needs of your planned giving staff.

Luke 16:11 NIV

So if you have not been trustworthy in handling worldly wealth, who will trust you with true riches?

Why We Do What We Do

Our Values

Our corporate values of Integrity, Stewardship, Teamwork, Excellence and Responsibility provide the foundation for both internal and external relationships. The relentless pursuit of these values drives our mission and allows us to build lasting partnerships with our clients.

Our Mission

To preserve, grow and distribute the assets entrusted to the Christian non-profit community through enhanced organizational stewardship.

Our Vision

Leveraging our impact on the financial goals of the Kingdom, we strive in excellence to be the leading provider of asset management and gift administration services to the Christian non-profit community.