FlourishingFamily_Proposal_Short_8.28.23_V14

V14

F L O U R I S H I N G F AF MLI LO YU PR L G ROI PSOHS IAN

F A M I LY P R O P O S A L

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PROPOSAL

Successful famlies are floundering, specifically evangelical/protestant families in comparison to any other faith community. Flourishing Family is committed to helping families of wealth help each other flourish in not just the the quantitative forms of wealth, but the qualitative as well. (spiritual, relational, social impact, and individual well-being). The natural impact is collective giving which focuses on building capactity through a growing community of kingdom minded families. We exist to prepare families and their rising generations with a first ever private community led by families, for families who desire to build 100-200 year family legacies, not just building financial wealth.

70 PERCENT

P RO B L E M 70% families of wealth suffer a significant loss of financial capital in the third generation primarily because of losses of the relational, human, social and/or spiritual capital of the family. Yet it is quite difficult for these families to find safe peer relationships, best practices, and inspiration needed to help each generation flourish in these non-financial forms of wealth which foster true and lasting abundance.

PU RPOSE OUR MISSION: To guide families in cultivating trusting relationships, thoughtful governance, and compelling road maps to make consistent progress to flourishing relationally, spiritually, individually and in their impact on society.

OUR VISION: Families of Wealth flourishing for many generations.

EXPANDED VISION: To be a collaborative community of family leaders and their trusted advisors empowering families to flourish In the spiritual, relational, human, and social capitals and therefore financially in a way that transforms millions for many generations.

FAMILIES OF WEALTH FLOURISH ING FOR MANY GENERATIONS

P RI M A R Y TA R G E T Multigenerational families with networth of over $25M who want to improve family relational health, shared family spirit and purpose, and the impact of the family and its businesses or investments on society, among other significant qualities.

P RI M A R Y O U T C O M E Extended families that flourish for many generations are those who focus on intentionally developing and transferring to each successive generation the following four non-financial forms of family wealth: Relational, Spiritual, Human, and Social.

O U R P RO C E S S Our core process is primarily a four step systematic, developmental, and intentionally guided experience called, “Your Journey to a Flourishing Family”. This model is ready to be deployed and piloted in a collaborative process with our alumni, advisory network, collective group, and a growing network of families.

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PHASES & DELIVERABLES DESIGN

DEPLOYM ENT

D E S T I N AT I O N

PHASE

PHASE

PHASE

9 MONTHS

YEAR ONE

YEAR TWO

Over the last 9 months we have been engaged in the Design phase with detailed findings, resolutions, and action steps, detailed in the Long Form.

In the Deployment Phase, there are over a dozen objectives that are critical to achieve. The successful execution of these outcomes will ensure that the Destination phase, will scale exponentially.

Finally, after the Deployment phase, we will move into the destination phase that will chrart our ideal course and long-term vision, mission, and strategy.

COMPLETED ($2.5 MILLION)

( P R OJ E C T E D $ 3 . 8 M I L L I O N )

DESIGN PHASE DELIVERABLES The design phase deliverables are broken down into those covered under the program and project designs

THE FOLLOWING DELIVERABLES ARE INCLUDED IN THE MONTHLY RETAINER: PLANNING & LEADERSHIP Our team and volunteer team will provide leadership and executive leadership through the design phase and deliverables, which include research, networking, board engagement, ideation, strategic planning, innovation, operational management, and creating shared IP.

P RO G R A M S

PERSONAL INTERVIEWS AND SURVEYS Develop, implement, host personal interviews, surveys, and assessments with 50-75 families helping to surface best practices of Flourishing Families.

PROGRAMMING Create the first pilot of the flourishing family ministry model for faith communities. In partnership with Generous Giving, Finish the Task, and Lifetogether PARTNERSHIPS Complete the “Flourishing Family Partner Mapping Process” and engage the top 10 most strategic partners who will accelerate our master plan, starting with Stanford University, Generous Giving, Halftime, FamilyArc, NCF, Signatry, Ron Blue, C12, Convene, Pinnacle Forum, Faith Driven Investor, just to name a few.

PERSONNEL (PAID & VOLUNTEER STAFF) We will engage existing and emerging staff, contractors, and advisors to impliment our core process, resources and plans. Install a process to secure 250 professional advisors and providers to launch a part-time volunteer network of families serving families.

PEER TO PEER MENTORING Recruit Phase one (25) of the volunteer families and professional advisors to serve as guides, concierges, and champions and pilot the role out of our core process with our core resources.

PROFESSIONAL CERTIFICATION Build out the seven primary roles, responsibilities & requirements needed to be fully certified through FF University and pilot with 25 families.

The total program costs for year one represents $780,000 spread evenly through the year.

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DESIGN PHASE DELIVERABLES & BUDGET

THE FOLLOWING DELIVERABLES REPRESENT THE PROJECTED VARIABLE EXPENSES:

PUBLISHING We will publish the Flourishing Family trade book, companion curriculum series, and the first volume (We will produce the Flourishing Family overview series)

100K

PRODUCTION 250K Capture the core content for the Flourishing Family six part curriculum/course with all teaching, training, and testimonies.

In addition, we will produce the first volume Flourishing Family curriculum series.

PRODUCT DESIGN We will build out the design and outline of the entire FF line of products, including FF Life, Family, and Business.

100K

P RO J E C T S

PLATFORM DEVELOPMENT 350K In partnership with Family Arc, we will design, build, and launch our first phase of the Flourishing Family content and community library. This will include Curating, Collaborating and Creating our first wave of original content for the Community Library.

PROMOTION Launch the first phase of our marketing materials, digital assets, and multimedia (testimonials, endorsements, etc) needed to launch our first phase of Flourishing Family. Additionally, launch the Flourishing Family Newsletter.

120K

PRIMARY EVENTS Launch the first four live Fourishing Family forms, at least two FF Online Event, and set the stage the first Flourishing Family National Summit.

150K

PRIVATE SMART MATCHING SOFTWARE 150K Finalize the formal technology partners and launch the first phase of the the strategy, structure and systems needed to engage our growing network of families wanting to connect with like minded families around the world.

PURPOSE AND PASSION ASSESSMENT A fully custom edition building out a team to develop programs, processes, and products and fully integrate with Flourishing Family strategy.

150K

PRODUCE SEVERAL FLOURISHING FAMILY EXPERIENCES

250K

Produce a several live Flourishing Family Experiences to populate our growing Flourishing Family library.

PLAYBOOK FOR BECOMING A FLOURISHING FAMILY 150K Build the Flourishing Family Playbook 1.0 with proven models and methods with how to build a life giving, life changing, legacy building family of wealth.

The Total Project Costs for the Design Phase is $1,770,000

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Design Phase Total Cost: $2,550,000

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DESIGN PHASE DELIVERABLES & TIMELINE

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P LAN N I N G

2

PROTOTYPING

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Engage partners, players, and perspective families

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Build out FF product line and phase 1 outlines

•

Begin interviewing and assessing family needs and interest

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Build out the wireframe and strategy for the FF website and digital platform

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Draft outline and first chapter of FF Book and Series

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Plan first FF board and leadership team strategic planning retreat

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Deep dive with existing board members

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P UB LI S H I N G

3

PRODU CTIO N

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Produce FF Book, Curriculum, and Spiritual Wealth Series

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Stage and shoot multiple productions for all content

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Finish draft FF Book and curriculum

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Begin post production (editing, video, etc.)

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Complete preproduction for entire project

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Create marketing assets for all core resources and programs

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PILOT

6

PRO GRAMMING

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Complete all post production for the existing projects

•

Pilot FF Core Resources version 1 with Core Process

•

Implement core process with certified guides with 25 new families

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Publish initial findings from our surveys, interviews, and core process

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Launch and scale the Who Collective (public access)

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Public facing platform for the guides to provide peer to peer mentoring

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Pilot Concierge Model working with families and their guides

•

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Pilot two online and onsite forums

Provide professionally published books, curriculum, and resources for the network

•

Engage strategic partners, collaborations, and institutions

•

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Publish version 1.0 Flourishing Family book and full color six part curriculum, and Spiritual Wealth Series Publish marketing campaign for the deployment phase funding

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Pilot the certification program, membership offerings, and digital engagement

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M EET OU R BOARD KYLE CIRCLE, CO-FOUNDER, PRESIDENT AND BOARD MEMBER Kyle Circle is a fourth-generation farmer starting at 11 years old with a produce stand, today owning land vineyard, commercial, industrial & residential properties. Purchased from Robert Mondavi in 2003, Sierra Madre Vineyard, with 500 acres in Northern Santa Barbara County, CA, was a major grower for clients Joel Gott, Fess Parker, Hitching Post among others. it was sold to E & J Gallo Winery in 2018. Today Rancho Cañada de los Pinos is the latest 197 acre vineyard in Santa Ynez.

Arriving in Franklin, TN in the late 90’s led to 15 yrs in the music industry. As a touring musician (drums for Katy Perry), Kyle spent most his music career in Christian music in A&R, artist management, branding, merchandise & concert promotion. In 2005 Kyle launched The Credit Card Machine Man, a credit/debit card processing company for 1000+ touring bands & non-profits with $1B+ in global transactions annually. In 2010 he cofounded & co-invented MobilePayUSA, a mobile payment and marketing app which was sold to PayMe Inc. 2013. He & his wife Alissa together founded Pollinate Media Group in 2012, which connects industry leading brands with over 5,500 top digital influencers publishers, having paid out multi 8 figures reaching 230MM+ impressions a month.

Ran his family’s foundation for 14 yrs providing grants and mentorship to 50 non-profit organizations. Chaired the national board for Standing Stone Ministry 2017-2021 where they served 5,000+ ministry leaders of all denominations committed to preventive care & discipleship to church, para church and missionary leaders.

Kyle & Alissa have been married for 19 yrs with two children Katelyn (15 yo) & Brayden (14 yo), attend Oceans Church Irvine, CA and The Belonging Co church in Nashville and serve on multiple for/non-profit boards.

LO N NIE GIENGE R, CO-FOUNDER AND CHAIRMAN OF THE BOARD Lonnie’s passion is developing families and companies that have a lasting positive impact on society.

For the last 20 years he’s been learning to lead his family as strategically as he leads businesses and he regularly receives requests to coach families of influence around the world on pathways to create multigenerational family legacy and impact.

He is CEO of Wilkinson Corporation, a national real estate investment and asset management platform that has transacted on over $3 billion of real estate creating strong impact results and investment returns. He has also been Chairman and CEO of a senior housing ownership and operations company from start up to over 2000 employees in 18 states.

LONNIE GIENGER

C HAIRMAN OF BOARD OF DIRECTORS

For nearly 25 years Lonnie has been co-founder/chairman of two leadership development firms.

Ministry Advantage is a non-profit that provides leadership coaching to the senior leaders of hundreds of the most effective churches and non-profit organizations around the world. And Business Advantage is a for-profit company that has had long term coaching engagements with thousands of Presidents and CEO’s around the country. His journey of learning to maximize impact through both the for-profit and nonprofit sectors lead him to author the transformational book, Beyond Business, How Your Company Can Build a Better World and to host the popular podcast, Systems for Success.

Lonnie has been married for 40 years to his childhood sweetheart, best friend and fellow entrepreneur, Shelley. Their four adult children and their spouses all lead thriving businesses that

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M EET OU R BOARD J E RRY NUE RGE, CO-FOUNDER AND BOARD MEMBER Jerry is the founder of Family Meridian, birthed in 2013 and has a rich background in family coaching and financial planning. He also has experience leading local chapters of several organizations, such as the Society of Financial Service Professionals and the National Estate Planning Council.

At age 25 he put a group together to purchase the Toledo Hornets Hockey Team, a minor league ice hockey team and ran it for three years. For more than 51 years Jerry was part of the financial services world as Financial Independence Group with Northwestern Mutual and has been a member of the Strategic Coach program for over 25 years. Officer & President of International Association of Advisors in Philanthropy. Assisted families in transferring nearly $1 billion in assets to family members or direct them to Charities. Next 10 years would like to increase the number above to $5 billion.

Active as a consultant, writer and speaker he authored The Priceless Gift and has contributed to three books: Family Wealth Counseling: Getting to the Heart of the Matter, unHeritage: 11 Pitfalls to Family Legacy and How to Avoid Them, and unPrepared: Heirs At Risk.

Married to Sharon, since 1967; Jerry has 3 children and 8 grandchildren, all of whom live near his home in Fort Wayne, Indiana.

WEN DY RODGE RS, BOARD MEMBER Wendy joined Gleneagles in 2021 as Chief Family Officer and Relationship Manager. Prior to Gleneagles, she served as Vice President, National Relationship Management of the Signatry, a Christian foundation that has helped families, advisors and ministries send more than $2 billion to charities across the globe. Wendy is a third-generation family business owner and former corporate leader.

She spent much of her career in diverse roles for Fortune 100 and Fortune 500 companies, including Dow Chemical, DuPont and Chick-fil-A, Inc. Within her own family, Wendy currently serves as Director, Griffin Family Investments, LLC and Director, Griffin Family Foundation, where she works in partnership with strategic advisors and family members.

Wendy received her undergraduate degree in International Business from The University of Georgia. She has also completed an executive program at the Kellogg School of Management at Northwestern University and a certification in Private Wealth Management at the University of Chicago Booth School of Business. Wendy lives in Richmond, Virginia with her husband and three daughters, but her family roots are in Georgia.

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M EET OU R TEAM

BRETT EASTMAN

JEFF MILLER

SEAN FOY

HARRIETTE BURRELL

Director of Vision & Strategy

Senior Project Manager

Director of Strategic Partrnerships

Director of Marketing

JOEL GABRIELSEN Media Director

JEREMIAH MCLAMB Director of Photography

DENISE JOHNSON Director of Finance

AMANDA BLAKE Art Director

TODD YATES Executive Video Producer

KERI WYATT KENT Digital Media Manager

ALLEN WHITE Senior Project Manager

HANNAH SERRANO DIAZ Media Productions

TOMMY OWEN Web Developer

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TIM MCMAHAN Web Designer

WILLIAN HELLMUTH Executive Producer

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M EET OU R TEAM BRETT EASTMAN DIRECTOR OF VISION & STRATEGY Brett Eastman’s journey has spanned diverse realms, commencing in Silicon Valley before embracing a calling to ministry. Holding pivotal roles at Saddleback Church, he led in small groups, assimilation, and leadership development, contributing to the iconic 40 Days of Purpose Campaigns. Collaborating with Rick Warren, these campaigns propelled countless churches worldwide using the bestselling Purpose Driven Life book.

Later, Brett authored the Purpose Driven Small Group Series titled “Doing Life Together,” published by Zondervan. In 2006, he founded LifeTogether, a ministry dedicated to advancing the global small group movement. With numerous accolades, LifeTogether crafts resources for top Christian publishers, faith-based nonprofits, and denominations.

United through Kingdom Impact Network (KIN), Brett and Kyle Circle share a mission of catalyzing the fulfillment of the Great Commission among multigenerational families. Brett’s academic achievements include a B.A. in Marketing from San Diego State University, a Masters of Divinity from Talbot School of Theology at Biola University, and completion of a Business Management Program from Kellogg School of Management at Northwestern University.

Married for 40 years to his high school sweetheart, Dee, Brett has resided mainly in California, with a Chicago stint at Willow Creek Community Church. Their family includes five children: Joshua (33), Breanna (32), and triplets Melody, Meagan, and Michelle (30).

B RI A N D O N AG H Y DIRECTOR OF TECHNOLOGY Brian is a dynamic leader with a proven record across diverse roles. As Chief Archivist at Archivista Inc. since June 2020, he drives archival intelligence, overseeing Archivista.com, FamilyArc.com, and Family Archives Foundation.

As CEO and CIO of Broadhorn Capital since 2005, Brian nurtures early-stage enterprise infrastructure tech firms, including Archivista.com and FamilyArc.com.

Simultaneously, he leads Broadhorn Farm’s sustainable 100% Grassed Beef operation in lowa.

As an Entrepreneur In Residence at Growers Edge, Brian played a pivotal role for four years in developing the Growers Edge intelligence platform. Notably, he also drove automation at Appcore®, streamlining cloud computing processes and showcasing his visionary acumen.

Brian’s laser focus and dedication, coupled with his ability to materialize ideas, defines his leadership. His relentless commitment and grasp of start-up growth stages make him an incredible asset to any organization. Brian Donaghy transforms vision into successful outcomes.

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