Cathedral Family Proposal

Page 1


FAMILY CATHEDRAL

Cathedral Family Building Lasting Legacies

EXECUTIVE SUMMARY AND BUDGET

PROJECT OVERVIEW:

Cathedral Family is a comprehensive initiative designed to preserve, celebrate and pass on family legacies for generations to come. Drawing inspiration from the enduring architecture of some of the most famous, historical and beautiful cathedrals around the world, this project uses modern media, creative publishing and proven practices with a conversational approach to transform families one generation at a time.

By blending cutting-edge video production, professional publishing, scalable programming, family experiences and executive direction, this project offers a unique opportunity to transform multigenerational families like never before imagined Families will foster deeper intergenerational connections, bring their families together, ensure healthy wealth transfer, engage family succession plans and foster greater strategic family philanthropy

KEY OFFERINGS:

1. Cathedral Family Guided Tours

These 7–10 day international guided tours will provide individuals, couples and multi-generational families with an experience of a lifetime built around visiting some of the most beautiful and iconic cathedrals in the world

The tours are uniquely designed to help families discover the timeless lessons found in these centuries-old cathedrals and understand what it takes to build their own multi-generational family that will endure for generations to come.

For those who may never get to Europe on their own or with their multi-generational family, they will enjoy the Cathedral Family Teaching series which will bring the cathedrals to the families via our video teaching curriculum.

2. Breakthrough Video Production & Publishing

This includes multi-session video teaching series, daily inspirations, case studies, testimonies and self-guided training series

Custom small group series and professionally designed, full-color magazine style workbooks, trade books and resources for families to study on their own or together

Fully custom editions and branding can be created for families both on the tours as well as in the comfort of their own home

3. Webinars, Workshops and Retreats

These 24-hour and weekend events are designed to deepen engagement with families, offering opportunities for reflection and connection

Multi-generational retreats provide a safe space for families to create and align their Cathedral Family Plan.

Facilitated with both live certified Cathedral Family Faculty and via online webinars

4. Cathedral Family University

A certification program to train multi-generational families AND for the strategic network of those who serve them. This includes family offices, RIA’s, foundations, nonprofit organizations, churches and anyone in the legacy-building spaces.

Courses, Curriculum and Classes focus on guiding families of wealth through an intentional planning process to help them build lasting family legacies Produced in a home setting “by families and for families ”

We also have a half dozen first ever courses taught by best-in-class specialty advisors and providers to families of wealth Produced in a Town Hall conversational setting “by advisors, for advisors ”

Projected certification programs include series for wealth advisors, lawyers, accountants, estate planners, philanthropy advisors and family wealth investors.

5. Cathedral Family Experience:

A multi-day on-site or in-home gathering where families engage in guided conversations and storytelling, recorded in various formats.

Content includes interviews, generational discussions and reflective sessions, creating a secured digital "family library" for future generations.

Aimed at capturing the timeless essence of each family's values, vision, story, passion, wisdom, purpose and generational journey

6 Technology Platform and Partner

Cathedral Family Tours and Family Experiences will create a beautiful library of the most sacred and valuable family multimedia assets

All content–whether custom or course driven–will be fully available in a masterclass format accessible to anyone, anytime and watched anywhere others can

The technology platform fully integrates these timeless family assets into an innovative, creative and technically secured digital library, uniquely designed to be eternally accessible for generations to come

Families will be able to view thousands of other stories, case studies, tours, experiences, etc. that have been made public (not just privately secured) by other families.

The features and benefits far exceed any other technology platform serving both families and family advisors.

STRATEGIC IMPACT:

1. Effective Succession Planning: Integrating best practices that engage entire families in more intentional, relational and strategic succession planning that helps foster a healthy transfer of family wealth

3

Increased Family Unity: Foster increased family unity, communication and clarity across multiple generations, helping to transform some of the most influential and affluent families in the world

2 Customized Family Plans: Help families of wealth create a fully customized “Cathedral Family Plan” that serves their multi-generational family and other families like theirs for generations to come

4 Engaging Families in Legacy Building: By leveraging modern technology, Cathedral Family Productions aims to bridge generational gaps, fostering deeper connections between family members.

Exponential Philanthropy and Generosity: Multiply family philanthropy across generations, increasing philanthropic generosity to solve some of the world’s greatest problems

5 Community and Network Expansion: Through partnerships with churches, family offices, and wealth advisor networks, this project has the potential to reach families globally, extending the impact of the "Cathedral Family" vision around the world.

7.

6. Preserving Family Heritage: The project's focus on capturing and preserving stories ensures that family values, wisdom, and vision are documented for future generations, creating a lasting legacy.

RETURN ON INVESTMENT:

Multiple Streams of Income:

There are over 12 major streams of income with another dozen variable revenue streams to be explored over the next few years.

New Family Office Clients

The program will attract a growing number of high capacity families looking for the products, programs and services of a family office.

Impact to Income

Providing a tangible impact in preserving family legacies, fostering deeper connections, bringing families together and aligning family values with their philanthropic goals will result in multiplying their assets under management

Inspiring Investments and Foundations

Cathedral Family will inspire a growing wave of kingdom-minded investments, increased generosity and growth in strategic charitable foundations that will make a noticeable impact around the world

Revenue Potential

The white-label platform and custom production services offer scalable revenue opportunities with projected partnerships with high-net-worth families and organizations.

Cathedral Family Tour Business Hosting

While we’re not sure we want to be in the European tour business visiting cathedrals with individuals, couples, and multi-generational families, it may be a significant source of revenue and a consequent pathway to a more expanded family relationship

FUNDING REQUEST:

At this time, we are seeking seed funding to support the more comprehensive rollout of the Cathedral Family initiative Typically at this stage, we require a 30 to 50% deposit to engage in a partnership In the case of this unique project––with a projected budget of $5 million––only 10% seed funding ($500k) will be necessary in the short term

We feel very confident in our ability to secure the next wave of funding over the next 3 to 6 months The seed funds will be a powerful influence in securing additional funds––some even projected before the end of the year. These funds will simply serve as an advance against those funds that will be raised at a later time.

The funding table below provides a simple outline of the major categories needed for this initial deposit, and for us to begin working together. In addition, funding will allow us to host our first scouting trip in preparation for our initial family trip near the beginning of 2025. Over the next six months, we will provide much greater detail and definition for the initiatives and budget outlined in the larger, 60 page Cathedral Family Proposal

CATHEDRAL FAMILY SEED FUNDING BUDGET

CATHEDRAL FAMILY SCOUTING EXPEDITION

Cathedral Family Building Lasting Legacies

EXECUTIVE SUMMARY AND BUDGET

PROJECT OVERVIEW:

Cathedral Family is a comprehensive initiative designed to preserve, celebrate and pass on family legacies for generations to come. Drawing inspiration from the enduring architecture of some of the most famous, historical and beautiful cathedrals around the world, this project uses modern media, creative publishing and proven practices with a conversational approach to transforming families one generation at a time.

By blending cutting-edge video production, professional publishing, scalable programming, family experiences and executive direction, the project offers a unique opportunity to transform multigenerational families like never before imagined Families will foster deeper intergenerational connections, bring their families together, ensure healthy wealth transfer, engage family succession plans and foster greater strategic family philanthropy

KEY OFFERINGS:

1. Cathedral Family Guided Tours

These 7–10 day international, guided tours provide individuals, couples, and multigenerational families with an experience of a lifetime built around visiting some of the most beautiful and iconic cathedrals in the world

The tours are uniquely designed to help families discover the timeless lessons found in these centuries-old cathedrals and understand what it takes to build their own multigenerational family that will endure for generations to come.

For those who may never get to Europe on their own or with their multi-generational family, they will enjoy the Cathedral Family Teaching series which will bring the cathedrals to the families via our video teaching curriculum.

2. Breakthrough Video Production & Publishing

This includes multi-session video teaching series, daily inspirations, case studies, testimonies and self-guided training series

Custom small group series and professionally designed, full-color magazine style workbooks, trade books and resources for families to study on their own or together Fully custom editions and branding can be created for families both on the tours and and back in the comforts of their own home

3. Webinars, Workshops, and Retreats

These 24-Hour and weekend events are designed to deepen engagement with families, offering opportunities for reflection and connection

Multi-generational retreats provide a safe space for families to create and align their Cathedral Family Plan.

Facilitated both live with certified Cathedral Family Faculty and online webinars

4. Cathedral Family University

A certification program to train multigenerational families AND for the strategic network of those who serve them. This includes family offices, RIA’s, Foundations, non profit organizations, churches, and anyone in the legacy-building spaces.

Courses, Curriculum and Classes focus on guiding families of wealth through an intentional planning process to help them build lasting family legacies Produced in a home setting” by families for families”

We also have a half dozen first ever courses taught by best in class specialty advisors and providers to families of wealth Produced in a town hall conversational setting “by advisors for advisors”

Projected certification programs include series for wealth advisors, lawyers, accountants, estate planners, philanthropy advisors, and family wealth investors.

5. Cathedral Family Experience:

A multi-day on-site or in home gathering where families engage in guided conversations and storytelling, recorded in various formats.

Content includes interviews, generational discussions, and reflective sessions, creating a secured digital "family library" for future generations.

Aimed at capturing the timeless essence of each family's values, vision, story, passion, wisdom, purpose and generational journey

6 Technology Platform and Partner

Cathedral Family Tours and Family Experiences will create a beautiful library of the most sacred and valuable family multimedia assets

All content, whether custom or course driven, will be fully available in a masterclass format accessible to anyone, anytime and watched anywhere other can

The technology platform fully integrates these timeless family assets into an innovative, creative, and technically secured digital library, uniquely designed to be eternally accessible for generations to come

Families will literally be able to view 1000’s of other stories, case studies, tours, experiences etc that have been made public (not just privately secured) by other families. Example of families serving other families.

The features and benefits far exceed any other technology platform serving both families and family advisors.

STRATEGIC IMPACT:

1 Effective Succession Planning: Integrating best practices that engage entire families in more intentional, relational, and strategic succession planning that helps to foster a healthy transfer of family wealth

4

Increased Family Unity: Foster increased family unity, communication, and clarity across multiple generations, helping to transform some of the most influential and affluent families in the world

2 Customized Family Plans: Help families of wealth create a fully customized “Cathedral Family Plan” that serves their multigenerational family and other families like them for generations to come 3 Exponential Philanthropy and Generosity: Multiply family philanthropy across generations, increasing philanthropic generosity to solve some of the world’s greatest problems

Engaging Families in Legacy Building: By leveraging modern technology, Cathedral Family Productions aims to bridge generational gaps, fostering deeper connections between family members.

Community and Network Expansion: Through partnerships with churches, family offices, and wealth advisor networks, this project has the potential to reach families globally, extending the impact of the "Cathedral Family" vision around the world.

Preserving Family Heritage: The project's focus on capturing and preserving stories ensures that family values, wisdom, and vision are documented for future generations, creating a lasting legacy

RETURN ON INVESTMENT:

Multiple Streams of Income:

There are over 12 major streams of income with another dozen variable revenue streams to be explored over the next few years.

New Family Office Clients

The program will attract a growing number of high capacity families looking for the products, programs and services of a family office.

Impact to Income

Providing a tangible impact in preserving family legacies, fostering deeper connections, bringing families together and aligning family values with their philanthropic goals will exponentially multiply their assets under management

Inspiring Investments and Foundations

Cathedral Family will inspire a growing wave of kingdom-minded investments, increased generosity and multiply strategic charitable foundations that will make a noticeable impact around the world

Revenue Potential

The white-label platform and custom production services offer scalable revenue opportunities, with projected partnerships with high-net-worth families and organizations.

Cathedral Family Tour Business Hosting

While we’re not sure we want to be in the European tour business visiting cathedrals within individuals, couples, and multi-generational families, it may be a significant source of revenue and a consequent pathway to a more expanded family relationship

FUNDING REQUEST:

At this time, we are seeking seed funding to support the more comprehensive rollout of the Cathedral Family initiative Typically at this stage, we require a 30 to 50% deposit to engage in a partnership In the case of this unique project––with a projected budget of $5 million––only 10% seed funding ($500k) will be necessary in the short term

We feel very confident in our ability to secure the next wave of funding over the next 3 to 6 months The seed funds will be a powerful influence in securing additional funds––some even projected before the end of the year. These funds will simply serve as an advance against those funds that will be raised at a later time.

The following table provides a simple outline of the major categories needed for this initial deposit, and for us to begin working together. In addition, funding will allow us to host our first scouting trip in preparation for our initial family trip near the beginning of 2025. Over the next six months, we will provide much greater detail and definition for the initiatives and budget outlined in the larger, 60 page Cathedral Family Proposal

CATHEDRAL FAMILY SEED FUNDING BUDGET

CATHEDRAL FAMILY SCOUTING EXPEDITION

Design

Cathedral

Cathedral

40 Days of Purpose Campaign

40 Days of Legacy Series

Cathedral Family Generosity Series

Cathedral Family University

Creative Programs, Events, and Experiences

Cathedral Family Production

Cathedral Family Foundations and Funds

Cathedral Family Worship Series

Partnership Team Consulting Deliverables

Small Group Teaching Sessions

Personal Interviews

Small

Dear Family,

We are thrilled to welcome you to Cathedral Family, your ultimate destination for preserving your family's history, values, and wisdom

In today's fast-paced world, we recognize that despite the powerful bonds that connect families, the opportunity to pass down knowledge and cherished traditions can be limited Our mission is to bridge generational gaps and empower your family's legacy for generations to come

At Cathedral Family, we offer a range of high-quality resources, experiences, productions, services, and family adventures that help you build a lasting legacy. Whether you seek to strengthen family bonds, impart wisdom to future generations, or capture your family's unique journey and vision, our dedicated team is here to support your every step of the way

This brochure provides just a glimpse of the breadth and depth of our offerings. The true magic happens when we connect with your vision and values, becoming dedicated partners in preserving your Cathedral Family plan and promise for the future As you embark on this extraordinary journey, remember that Cathedral Family is not merely a service provider but a committed ally, helping your family's story unfold for generations to come

Welcome to a world where memories endure, wisdom is shared, and legacies are built for generations to come Welcome to Cathedral Family

Building Lasting Legacies,

Co-Founder

Cathedral Family

About Lifetogether

After a decade of service on the senior staff at both Willow Creek Community Church and Saddleback Church, where I played a pivotal role in launching and leading small group ministries, I co-founded LifeTogether 0ver 20 years ago, we started LifeTogether a ministry created to harness the transformative power of community to change lives, leaders, and families who will help fulfill the Great Commission in this generation Our time-tested strategies revolves around turning any message into a ministry and then transforming that ministry into a movement This approach has been the cornerstone of our work since day one Whether it’s a sermon series, a trade book, a life message, or the core mission of a Christian ministry, we collaborate with pastors, authors, and Christian leaders to turn their vision into a tangible reality

For more than two decades, LifeTogether has been at the forefront of producing and publishing award-winning curriculum and campaigns in collaboration with numerous influential figures, including thought-leading pastors, church leaders, authors, and business figures Our esteemed partners include Rick Warren, Max Lucado, Tony Evans, John Maxwell, Christine Caine, John Ortberg, Miles McPherson, and thousands more Throughout the years, we have consistently delivered impactful and life-changing conversational curriculum, campaigns, and courses for major denominations, Christian ministries, faith-based nonprofits, and leading Christian publishers

Inthedream-it-up phaseofaproject-whereyouimaginethe possibilities,consider thealternatives,and produceascenariofor communicatingyour messageina compellingway--I've nevermetanyonewho canmatchBrett's genius.

RICK WARREN

SADDLEBACK CHURCH, LAKE FOREST, CA

Following the success of producing the inaugural 40 Day of Purpose Campaign for Rick Warren at Saddleback Church, LifeTogether has since extended its expertise to more than 500 local churches and Christian ministries. Our cutting-edge production and publishing services have consistently demonstrated the ability to foster connection within entire congregations, nurture the growth of reproducing disciples, and catalyze a multitude of leaders. These efforts have played a crucial role in harnessing the power of community to make a meaningful impact for Christ, contributing to the fulfillment of the Great Commission in this generation.

We fulfill our mission by providing the following services:

CONSULTING SERVICES

The partnership between an organization and Lifetogether is first founded in a relationship that helps to achieve the desired goals and objectives. There are a variety of packages based on duration, features and desired objectives. While we provide full-service production only packages, most organizations want to be trained on now to do this themselves over time. Whether you want to connect your entire ministry, create video curriculum for your groups, or produce your first organization-wide campaign, we can help you get there with our experienced team members.

CURRICULUM PUBLISHING

With a rich history of publishing video curriculum for leading publishers and producing numerous video curriculum for local churches and ministries, we bring extensive experience to the table. Our portfolio includes collaborations with thousands of pastors, church leaders, and best-selling authors on camera, attesting to our proficiency in creating content that is not only transformative for individuals but also impactful for entire congregations. Presently, we provide a range of options, including curriculum subscription series, semi-custom series, and full-service video curriculum packages, tailored to accommodate diverse needs and budget considerations.

CAMPAIGN DESIGN

Creating a beautiful video curriculum series is just the beginning; ensuring its translation into organizational commitment and leveraging the momentum for alignment requires a comprehensive approach. The success of a ministry-wide campaign hinges on well-designed systems, effective strategies, appropriate staffing, and meticulous scheduling. By collaborating with our team, you gain access to a stepby-step plan that guides you toward achieving your desired outcomes. This plan encompasses promotional videos, marketing materials, timelines, and companion resources, all aimed at fostering greater alignment and momentum within your campaign.

CONTENT CREATION

Over the years it became evident that connecting an organization is only the first phase in our process. Today, we have produced dozens of new offerings that help to take your people deeper and wider by providing a variety of new resources, production series and creative content, which includes a professionally published trade book, daily video devotions, small group leader training videos, and even the production of microsite series. Our primary content services provide the creation of a core video curriculum for a local church that include over a dozen candidate series to disciple and train your people. A few examples include a vision and values series, core discipleship series, membership series, connection series, stewardship series, outreach series, and past sermon series that provide a timeless message for your organization.

PROGRAM DESCRIPTION AND DELIVERABLES

Purpose Primary Target Partnership

To introduce a breakthrough, interactive, and transformational experience that exponentially multiplies the generational impact of legacy families. By using the alignment of what it takes to build a historic faith-based Cathedral that lasts for a hundred years with what it takes to build a lasting family legacy.

While the primary focus is for high-capacity leaders, donors, advisors, family offices, and even local churches, this resources could be leveraged as a tool to serve high-capacity families and those that serve them anywhere they are, anytime they want, and with anyone they choose

In addition, it’s a great resource to recommend to faith-based advisors to host or launch small groups that will help take existing clients deeper and organically grow more clients through a network of online and in person groups The resource will also benefit family based ministries like Kingdom Advisors, National Christian Foundation and any other faith driven organization, business and/or non profit seeking to serve families of wealth

This single project will help to position, produce and publish the Cathedral Family Office for the next stage and season by introducing new models, methods, and materials that will help to exponentially multiply their services to families that both desire and desperately need this kind of ministry to and through their families

PRODUCTION

Includes a signature six session video teaching series, testimonies, curriculum movie-like project trailers, weekly leadership training, social media package, small group host segments, and daily video devotionals. On-site setup included to capture additional testimonies.

PUBLISHING

Development of a 125-page color curriculum, integrating a proven 20-page appendix and smart curriculum design for sustained group engagement.

PRINTING

Exploration of solutions, including digital and physical, by leveraging historical models and engaging a national network of printers, distributors, and print-on-demand services.

PLATFORM DEVELOPMENT

Creation of a distribution web pages for families and groups, seamlessly integrated with the current website, social media, and existing commerce-driven delivery platforms.

PROMOTION

Provision of small group trailers, newsletter templates for weekly video distribution and digital curriculum editions. The newsletter will feature devotionals, teaching sessions, and weekly testimonies.

PARTNERSHIPS

Facilitation of partnerships with various Christian organizations, non-profits, mega-churches, and networks to promote and resell the new Leverage Curriculum and Campaign.

PATRON SUPPORT

Collaborative efforts to secure the budget internally and externally, involving families sharing the vision to impact families, leveraging small group resources, introducing the ministry to local churches, reaching the next generation with custom curriculum, or spreading the gospel in a conversational setting. The goal is to establish a foundation for exponential multiplication of this innovative strategy to release resources that fulfill the Great Commission.

DESIGN PHASE

1. Design multiple ways to repurpose, rebrand, and reshoot historical Cathedral Family resources, books, and content.

2.Design initial ideas for branding, positioning, and marketing for Cathedral Family (including logos, tags, curriculum covers, book designs, and more)

4.Design more and better ways to engage families in the Core Process outlined in the initial vision, mission and values documents.

5.Design thoughts on building a fully secure and certificated training program and platform leveraging the best of technology and media to help train volunteer families, build content library, and certify partner organizations.

6.Design multiple revenue streams and possibilities to create a self sustaining business model in addition to the current list of funding models

3.Design a variety of possible terminology, titles, descriptions, and roles needed to start and scale the vision anywhere, anytime with anyone around the world. COACHING FOR

Over the last few years we surveyed a handful of the families of wealth who we had worked with, and they are provided valuable feedback that informs some of the products and services we are now developing.

WE SIMPLY ASKED, HOW HELPFUL WOULD THESE RESOURCES BE FOR YOU?

0-6 MONTHS

Faith Based Advisors75,000

Kingdom Advisors -3600

Christian providers, including lawyers, accountants, tax planners, etc -100,000

Brett curated advisor list and personal rolodex40,000

Partner with stewardship and generosity organizations.

Create a toolbox for advisors to serve families

PHASE 2

6-12 MONTHS

High net worth familiestop 1% of society - 3M

Family Legacy content and curriculum for all advisors and providers to use with families.

Introduce family legacy coaching, curriculum, and courses

Target all family members (Women, Men, Singles, Divorced, Widows, Next Gen, etc.)

Minister to and through families to families

Target families receiving the greatest wealth transfer in history

Family Office and family business legacy coaching.

Target Christian Business Ministries – CBMC, Convene, C12, New Canaan Society, CEO Forum, Halftime, FCCI, etc

PHASE 3

12-24 MONTHS

Launch ministries to and through high capacity families.

Local church new programs, products and services for families

Development offices and Donor networks

Christian nonprofit networks and Christian Ministries.

Custom curriculum production and publishing

Networks of multigenerational families

PRODUCTS

DESIGN PHASE

DEVELOPMENT PHASE

PUBLISHING: Building a sustainable and eventually scalable enterprise will require the development of a series of transferable books, handbooks, training manuals, and curriculum to bring this vision to life. In fact, one of the highest rated felt needs from the survey showed a need for a fully interactive member curriculum and training materials Over the next 4-6 months we intend to outline and create the “Core Resources” needed to ensure multigenerational family, health and well-being These published resources, whether digital or physical, will help to train and develop a scalable number of advisors built on the backbone of a professionally certified follow up program All this will help to turn the “flywheel” on to our core process, ensuring we have a transferable and scalable model for years to come.

DELIVERABLE We will publish the Cathedral Family trade book, companion curriculum series, and the first volume in the 3-5 part series

PRODUCTION: In this post-Covid era the need for “both/and” strategies to compliment live, in person, and one-on-one experiences is more important than ever We will be exploring more and better ways to leverage the power of media to deliver and distribute all forms of teaching, training and testimonies. This model will also help to ensure that all live events will not just be a “transactional” event but a part of a “transformational” process for years to come. We will embark on designing some of our LBD content (e g Netflix) but also begin the process of systematically aggregating and curating a library of interactive content designed to help families create a meaningful legacy In addition, we will produce a half-dozen families on location in their natural environment, sharing their best practices and proven methods that help transform families

DELIVERABLE capture core content for the Cathedral Family 3–5 part curriculum Then produce the first volume of the Cathedral Family and Legacy and Cathedral Family series

PRODUCTION & PUBLISHING STRATEGIES

Teacher: Inspirational principles and programs

Training: Helping leaders be leaders

Testimonies: Bringing your message to life

Tools: Interactive

Conversational

Curriculum

Technology: Secure and scalable platform

Together: Designed by families for families

ISEEACHURCH DEEPANDWIDE DREAMCENTEREDLIFE HANDMEDOWNS

DEVELOPMENT PHASE

There are a number of key objectives that are critical to achieve over the next year together. The successful execution of these outcomes will ensure that the next phase, Deployment, starts as soon as possible

These are highly integrated and overlapped phases but this is a good place to start.

PERSONAL INTERVIEWS AND SURVEYS: While we are encouraged about our “Core Process” that we discussed during the Discovery Phase, we’d like to explore additional “more and better” ways to enhance the impact on multigenerational families. We will conduct a variety of interviews and surveys with some of our families to field test the ideas and get feedback on our models and methods moving forward Including Tom’s leadership team, existing families and a network of trusted advisors, strategic partners, etc where we are listening, learning before leading a network of trusted advisors, strategic partners etc

DEEPER FAMILY ASSESSMENT

• • Engage with selected families to field test our core process, products, and offerings Complete an initial comprehensive assessment and ongoing evaluation

DELIVERABLE

Host dozens of personal interviews, surveys, and assessments with 25 families and 50 Advisors

NEXT STEP FAMILY CONVERSATIONS

• • Create the business plan complete with goals, objectives, a master calendar and timeline Based on our findings, we will establish a simple survey to share with a representative sample of our future families

Cathedral Family FAMILY ASSESSMENT: This new Cathedral Family Family Assessment is an innovative breakthrough resource designed to help uncover a family’s unique purpose and passion together This innovative tool is designed to uncover and nurture your family’s unique purpose and passion It adapts to the unique dynamics of families, uniting couples, teenagers, parents, grandparents, and family business partners. By aligning purpose and passion, the assessment introduces skills and practices, fostering alignment that apply the LBD across multiple generations.

DELIVERABLE

Create a fully custom Cathedral Family assessment with programs, processes, and products that fully integrate with the Cathedral Family strategy

DEPLOYMENT PHASE

Complete the Cathedral Family strategic partner mapping process and engage the top 10 most strategic partners who will accelerate our master plan Expand and engage a growing network of partnerships and organizations like never before

PRODUCE LEGACY AND FAMILY CATHEDRAL FAMILY EXPERIENCES

Continue with the first step in the Cathedral Family playbook: Host a Cathedral Family and Family By Design experience that will help them engage both advisors and families in a conversational setting.

1. Leverage the Cathedral Family family Assessment or the 1-2 day Experience with their Cathedral Family families and friends.

2. Build a Cathedral Family and Legacy and Family By Design digital library. 3.

DELIVERABLE

DELIVERABLE

Complete the LBD Strategic Partner Mapping Process and engage the top 10 most strategic partners who will accelerate our master plan

DELIVERABLE

Create a Cathedral Family experience, brochure and website, including detailed product pages for our premium service offering

Produce a half dozen live Cathedral Family and Family By Design experiences to populate our growing digital family library

PROGRAMMING: We aim to launch a global movement to strengthen families through faith communities, including churches, synagogues, ministries, and nonprofits. While these communities have significant influence, equipping and training a network of Christian advisors is the missing link. To maximize their impact, we will develop dynamic teaching, training, and testimonies that empower them to fulfill their purpose, passion, and potential in making a difference. Our program will provide courses, curriculum, and content specifically tailored to the needs of these faith communities.

DELIVERABLE

Create the first version of the Cathedral Family Ministry tool kit for faith communities

CATHEDRAL FAMILY PLATFORM

Feature Storytelling for All Forms of Communication

Dynamic 1 on 1 on Few Interviews

Round Table 360 Productions dynamic live productions

Dynamic Family Case Studies-highlighting values, achievements, etc

Sales and Marketing Videos

Executive Producing your Families Master Content Library

Aggregating and Curating Third Party Content

Produce your own Reality TV Family Series

Family Film Series driven by the next generation

Teaching Seminars and Workshops with or without Class Participation

Living room conversational style productions

Kitchen table discussion formats

Featured larger Town Hall Production with 20-40 Audience Members

Core Family Content, Courses and Curriculum Series

Organizing and Staging your existing Family Content Library

Classic Masterclass Production Formats for training and coaching

On Location Anywhere, Anytime, with Anyone

DEPLOYMENT PHASE

PLAYBOOK FOR BECOMING A CATHEDRAL FAMILY CERTIFIED ADVISOR AND TRAINER

We are creating and publishing a series of mini handbooks, resources, and a comprehensive "Train the Trainer" advisor playbook designed to support families and their advisors These tools will help them increase both their impact and income. With a focus on long-term success, advisors will be incentivized and motivated to coach families and train other advisors. Over time, this will become a practical, transferable, and easily implemented strategy for wealth and financial advisors

PERSONNEL TRAINING AND DEVELOPMENT

DELIVERABLE

Recruit 10–15

certified trainers and coaches who work with other advisors and providers

We are developing a unique staffing model that includes adjunct, parttime, and contract positions as we work toward building a full-time staff, support team, and sustainable leadership for Cathedral Family. By applying proven methods for mobilizing and mentoring networks of contract and part-time staff, champions, coordinators, coaches, and communicators, we aim to turn our vision into reality

PROFESSIONAL CERTIFICATION

We are developing an online, fully certified program called "Cathedral Family University" and/or the "Cathedral Family Certification Program " This initiative aims to recruit and train a growing network of high-impact advisors and providers who are equipped to serve an expanding community of families. To create a scalable and sustainable program, we must be not only aspirational but also intentional in how we care for and support Cathedral Family families.

DELIVERABLE

Build the Cathedral Family Playbook 1 0

DELIVERABLE

we will install a process to train and develop 250 professional, advisors and providers a year

DEPLOYMENT PHASE

PROMOTION:

We will develop a comprehensive communication and coaching program to engage a growing audience of Christian advisors across various social and digital platforms This will include producing regular targeted newsletters, social media stories, product releases, and promotional campaigns to drive registration for an expanding range of products, programs, and services Additionally, we will create design templates to promote our curriculum, courses, and coaching programs. We will also develop a quarterly Cathedral Family magazine, which received high rankings in past surveys from wealthy families and those who serve them.

DELIVERABLE

Finalize the core outline and strategy for the Cathedral Family certified advisor program

PRIMARY EVENTS: There are numerous possibilities for live, online and recorded events, but the current research shows interest in hosting workshops and webinars for a few specific topics and training programs. We will prepare several interactive online workshops on a variety of felt-need advisor topics and seminars. Additionally, when ready, we will host and stage smaller forums and/or gatherings, specifically targeting advisor networks and regular Hubs for Kingdom Advisors and more

DELIVERABLE Launch the first few online forums, seminars and regional workshops over this next year Create the marketing materials, digital assets, and multimedia needed to serve a growing network of advisors and families

PRODUCE BREAKTHROUGH FAMILY LEGACY RESOURCES

Position ourselves as the number one provider and organization leading the charge in the family legacy coaching movement Stay in close proximity to the growing network of families and advisors in our own network Staying close to a growing network of Financial Advisors and families of wealth will help significantly but also learning from leading authors, providers, and industry voices will keep us out in front of the learning curve

DELIVERABLE

Continue engaging with key family legacy influencers,, authors, organizations, and thought leaders

1

PROGRAM DESCRIPTION & DELIVERABLES

PLANNING

Engage a handful of partners, players, and prospective families.

Begin interviewing and assessing family needs and interest.

Draft both book outlines and curriculum series

Plan first LBD board and leadership team strategic planning retreat.

Deep dive exploring existing network of providers and course graduates.

Secure initial funding for two year project

2

PROTOTYPING

Build out LBD product line and phase 1 0 curriculum and course outline.

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

Finish draft LBD book and curriculum

Complete preproduction planning for first phase.

Complete first chapter of the book

Securing financial funding for two year project.

3

PILOT

Pilot Core Resources version 1 0 with core process and programming.

Launch and scale the LBD advisor live classes.

Pilot coaching model working with families and their certified advisors.

Pilot two online and onsite forums for certification programs

Program membership offerings and digital engagement.

Pilot church advisor market

Recruit a team of senior advisors to coach advisors

4

5 PRODUCTION

Produce Cathedral Family Book, Curriculum and online course.

Stage and shoot multiple productions for all content.

Begin post production (editing, video, etc )

Create marketing assets for all core resources and programs.

Pilot Cathedral Family onsite 1-2 Day.

Target Kingdom Advisor Network for promotion and endorsement

PUBLISHING

Complete all post production for the existing projects.

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

Publish version 1.0 of the Cathedral Family book

Cathedral Family book full color six part curriculum 1.0 complete.

Publish marketing campaign for the deployment phase funding.

6

PROGRAMMING

Implement core process with certified guides with 25 new families

Public facing platform for marketing, promotion, and distribution.

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

Engage strategic partners, collaborations, and institutions.

Begin to stage and scale new advisor programs and products.

C A T H E D R A L F A M I L Y B O O K

Professionally Published Curriculum

90-120 page custom small group series

Custom Curriculum Template

Appendix features for leader and group

Full Color inside and out

Custom Cover design and back jacket

On-location photography fully integrated into series

Renewed branding for pastor and church

Serves as church “business card,” insert and premium

CATHEDRAL

FAMILY

C A T H E D R A L F A M I L Y

Building family wealth over generations and building a cathedral both involve long-term planning, dedication, and the contribution of multiple generations towards a common goal. By recognizing these similarities, individuals looking to build family wealth over generations can draw inspiration from the time-tested principles and dedication that have gone into constructing monumental cathedrals throughout history.

CATHEDRAL FAMILY COURSES, CLASSES, CERTIFICATES, AND CONFERENCES (ONLINE)

CATHEDRA

CATHEDRAL FAMILY OFFICE COURSES, CLASSES, CERTIFICATES, AND CONFERENCES (ONLINE)

CATHEDRALFAMILY OFFICE BUILDING

CATHEDRAL FAMILY

CATHEDRALFAMILY OFFICE GENERATIONAL TRANSFER

CATHEDRALFAMILY OFFICE FOUNDATION

CATHEDRALFAMILY OFFICE PURPOSE & PASSION

CATHEDRALFAMILY OFFICE SYSTEMS & SOLUTIONS

CATHEDRALFAMILY OFFICE ADVISORS

Professionally Published Curriculum

90-120 page custom small group series

Custom Curriculum Template

Appendix features for leader and group

Full Color inside and out

Custom Cover design and back jacket

On-location photography fully integrated into series

Renewed branding for pastor and church

Serves as church “business card,” insert and premium

Professionally Published Curriculum

90-120 page custom small group series

Custom Curriculum Template

Appendix features for leader and group

Full Color inside and out

Custom Cover design and back jacket

On-location photography fully integrated into series

Renewed branding for pastor and church

Serves as church “business card,” insert and premium

ADVISORS

C A T H E D R A L F A M I L Y A D V I S O R S

Empowering Families to Build Timeless Legacies

This comprehensive guide is designed specifically for Christian financial advisors who work with families of wealth, equipping them to go beyond financial planning and inspire their clients to build enduring legacies of faith, generosity, and purpose. Through this book, advisors will learn practical strategies to guide families in aligning their values with their wealth and fostering multi-generational unity. The accompanying small group curriculum and video series—hosted on an interactive online platform—enable advisors to facilitate engaging discussions and workshops with their clients. These resources provide a step-by-step framework to navigate topics like legacy building, family governance, and philanthropic impact, fostering deeper connections between advisors and the families they serve while promoting Kingdom-focused stewardship.

CATHEDRAL

FAMILY

ADVISOR COURSES, CLASSES, CERTIFICATES, AND CONFERENCES (ONLINE)

CATHEDRA

CATHEDRALFAMILY

CATHEDRALFAMILY

CATHEDRA

CATHEDRALFAMILY

NEXT STEPS

D A Y S O F P U R P O S E

oducing the "40 Days of Purpose" campaign for Rick at Saddleback Church, I witnessed the incredible power of g around a universally understood topic For families of this custom 40-day campaign, supported by a multi-volume um, is built from the ground up with teaching, training, and nies. The multimedia content equips families with practical live with purpose, fulfilling the lives God intended for them

C A T H E D R A L F A M I L Y L E G A C Y S E R

A 40-day campaign designed for churches, ministries, and worldwide It engages anyone, anywhere, in a journey to cr lasting legacy Following the initial 40-day experience, a six series offers a deeper dive into key concepts, helping local launch and lead family legacy ministries. This resource is v serving not only churches but also nonprofits, donor develo officers, and advisors, transforming family hearts like never

CATHEDRAL FAMILY GENEROSITY

CATHEDRAL FAMILY

40 DAYS OF

C A T H E D R A L F A M I L Y G E N E R O S I T Y

The ultimate goal in working with families is to provide clarity, harmony, and legacy across generations The "40 Days of Generosity" series aims to inspire and expand the heart of generosity among ultra-high-net-worth families. Whether it's a churchwide edition or a version targeting families of wealth, this 4 to 6-week discussion series helps families deepen their understanding of generosity It can be studied individually, with family, or through churches and nonprofits, transforming one life and family at a time.

This six part, best in class interactive curriculum targets financial advisors and families of wealth, as well as the sacred advisors and providers in their lives. It’s designed to guide families toward meaningful conversations and decisions around multigenerational generosity This resource helps families come together, enabling them to give more effectively and with greater impact It exemplifies how a wellstructured generosity series can transform lives

40 DAYS OF

C A T H E D R A L F A M I L Y U N I V E R S I T Y

After three decades of working with large churches, nonprofit ministries, and faith-based organizations, I’ve learned that everything rises and falls on leadership. Cathedral Family University will offer formal education and curriculum for leaders, both volunteer and paid, to launch the Cathedral Family Network, small groups, and other ministries. Eventually, all content, certification courses, and curriculum will fall under this university, providing certification for families, advisors, and Family Office leaders.

CREATIVE PROGRAMS, EVENTS, AND EXPERIENCES

CATHEDRAL FAMILY

WEBINARS

ONLINE 1-3 HOUR SEMINARS

CATHEDRAL FAMILY WEBINAR

At the top of our marketing funnel will be a series of webinars and seminars addressing felt needs. These webinars, typically lasting 1 to 3 hours, provide an initial step for families, advisors, and Family Office leaders to discover the heart and mission of Cathedral Families. They offer a valuable first step toward understanding how to build lasting legacies.

CATHEDRAL FAMILY

RETREATS

(2-3 DAY EXPERIENCE)

CATHEDRAL FAMILY WORKSHOPS

The next step down the funnel is the Cathedral Family Workshops. These 24-hour to one-day events, or overnight gatherings, bring together 10-20 couples in an informal, conversational setting with a facilitator. This is a natural follow-up to the webinars, providing a more intimate space for deeper conversations. Workshops will be hosted in major cities across the country, often in partnership with other organizations.

CATHEDRAL FAMILY

WORKSHOPS

(ONE OR TWO DAY)

CATHEDRAL FAMILY RETREATS

As families move further down the marketing funnel, we offer on-site, multi-generational family retreats These gatherings offer a safe, conversational setting to introduce the idea of building a Cathedral Family Legacy Hosted by a certified Cathedral Family advisor, these retreats are designed to be both effective and enjoyable, creating an environment where family goals and desires are shared and solidified

CATHEDRAL FAMILY

EXPERIENCE

(ON LOCATION FAMILY ACTIVITIES)

CATHEDRAL FAMILY EXPERIENCE

The Cathedral Family Experience is a multi-day, on-location event where family conversations are produced and captured in various formats It includes individual interviews, multi-generational discussions, and conversations with the entire family This experience is transformative, helping families achieve their goals and secure their legacy for generations to come

CATHEDRAL FAMILY

PRODUCTION

(BRINGING YOUR FAMILY TO LIFE)

CATHEDRAL FAMILY PRODUCTION

ily Production offers dozens of opportu ly experiences, wisdom from grandpar s, legacy conversations, and more In o ormats, this production service preser ories, values, and goals in a collabora ng they are secured for future generati

CATHEDRAL FAMILY CHALLENGES AND COMMITMENTS

H E D R A L F A M I L Y P L E D G E

hedral Family Pledge is a well-documented strategy, similar to Warren Buffett and s' "Giving Pledge" challenge, which has encouraged some of the world's most s individuals to publicly commit to philanthropy for over a decade Through this , participants pledge to give 50% of their estate to charitable causes at the end of s This is a strategy that has long been needed within the Christian community, may be the right time to implement it.

C A T H E D R A L F A M I L Y P R O J E C T

edral family project is a single, or several unique projects that were handpicked mily and/or a group of their close friends, and shared members of their community boratively have given a major gift to a designated cause or passion project.

athedral Family Fund is somewhat similar to the Family Foundation but will have nal features and benefits that encourage more families, their friends, and a network erosity from sources greater than any individual family could provide This may also mechanism used by larger, multi-generational families

The Cathedral Family Community Foundation is a unique financial instrument that is creatively designed to help leverage the generosity of any family or collaborative network of donors The impact can be far more exponential than incremental if leveraged and engaged with proper counsel from financial providers

CATHEDRAL FAMILY FOUNDATIONS

The Cathedral family has the unique potential to make a lasting impact by establishing and funding foundations, endowments, and charitable funds within major hospitals, colleges, universities, museums, and other community institutions. By harnessing collective resources and a shared vision, the Cathedral family can drive transformative change, support innovative research, and enhance educational opportunities, ultimately creating a legacy that enriches and uplifts entire communities

COLLEGE UNIVERSIT FOUNDATIO

HEALTHCARE FOUNDATION

C

GLOBAL FOUNDATI

ORLANDO

Collaboration Across Disciplines

The construction of cathedrals, hospitals, and universities typically involves collaboration among various professionals, including architects, engineers, contractors, and community leaders, reflecting a multidisciplinary approach to building

Symbol of Hope and Inspiration

Each of these buildings serves as a symbol of hope and inspiration for the community Cathedrals inspire spiritual reflection, hospitals represent healing and care, and universities symbolize knowledge and progress.

In summary, the construction of a major cathedral shares many similarities with that of a major hospital or university, emphasizing the importance of community, collaboration, and long-term impact in shaping the built environment.

OXFOR YALE PRINCETON

Campaign Branding

Bulletin Inserts

Weekend Invitations

Promotional Banners

Church Posters

Website Resources

Product Sales

Bookmarks

Bulletin Shells

Weekend Media Slides

OUR SERVICES

Unique Production and Publishing Services

No matter your group size, LifeTogether is equipped to produce your next masterclass and curriculum series, infusing it with the lively, interactive atmosphere reminiscent of a Small Town Hall Gathering Our innovative approach extends to various settings, whether it be the warmth of a large home or the cozy ambiance of an intimate Café Style production Understanding the crucial role of audience energy and engagement for pastors, authors, and public speakers, we have crafted breakthrough formats to enhance the conversational experience for all

Over time, this format has emerged as our most popular, offering an engaging experience for viewers in diverse settings, from living rooms and classrooms to small groups or even individuals watching on their laptops or iPhones in a coffee shop. This distinctive approach not only brings out the best from the speakers but also activates life-changing conversations among attendees. It serves as an exemplary model for the kind of interaction small group members can expect after watching the session together. We like to say, “It takes the inspiration from the speakers, into conversation with their leaders, in order to maximize the application of every attender ” Rest assured, it is guaranteed to elicit the most heartfelt sharing and hilarious interaction, creating an experience your small groups have never seen before and are sure to love!

Cathedral Family Alignment Campaign

Town Hall teaching is one of our latest breakthroughs and most popular teaching formats. Below are different ways we can do a Town Hall teaching and curriculum production.

Options:

•Café Style - panel of teachers with no audience

•Living Room Style - single or multiple teachers with 10-15 in audience

•Town Hall Style - single or multiple teachers with 20-40 in attendance

Full service 4-6 sessions video production

Living Room, Café or Town Hall setting with audience

Conversational Q&A or testimonies from the audience

Host intro leading into the teaching

Can include single speaker or a panel of speakers

Script writing by our team for all of your teaching sessions

Customized host-lifters for each session taught by your team incorporated in the DVD

Welcome video segment from Senior Pastor

3 Promotional video clips for weekend promotional use

3 Recruitment videos: one for the core, congregation and community Onsite direction of your pastor on the day of the shoot

Includes director, producer, camera operators & audio personnel

Full color DVD menus with integrated photography

PRINT CURRICULUM

Full-color magazine style print curriculum, 150 pages or less

Custom writing by our team in our proven study guide templates

20-page Appendix features for leaders and groups

Congregational photography integrated into custom design layout

Custom Foreword and Endorsements Page

Senior Pastor Welcome page

Custom cover design with branding for pastor and church

Resale ready curriculum including ISBN number and barcode

Rights to all intellectual property and assets

Digital edition of the print curriculum

VIDEO CURRICULUM

NETWORK

C A T H E D R A L F A M I L Y N E T W O R K

One of the most exciting and transformative strategies we will roll out over time is the Cathedral Family Network. Designed to act as a neutral hub for the family wealth space, this network will have an extraordinary impact as we witness the historic transfer of wealth. By bringing the Cathedral Family Network together, we can harness the power of this global wealth transfer, totaling over $100 trillion, and create a lasting influence on the world.

BELL CHOIR SERIES

CLASSIC HYMNS PART III

SONGS OF REFORMATION MUSICAL THEATRE

CATHEDRAL SERIES

HISTORICAL ARRANGEMENT

ORCHESTRA SERIES

INSTRUMENTAL SONGS

PARTNERSHIP TEAM CONSULTING DELIVERABLES

The consulting services and deliverables listed below serve as a backbone to any partnership with our clients The features and initiatives listed below are not included in the cost of the production project These Production and products and the consulting services help to sell the products to and through the marketing channels

We have learned over 20 years, that with these additional services there is an exponential impact on the desired outcomes and deliverables to our customers There is some flexibility to the number and nature of those listed but we created this generous list after listening and learning what are the outcomes that you most desire They can and will be prioritized in the context of our working together We know we will create amazing products but we want to ensure that we maximize the impact above and beyond your expectations.

The following represents the three major phases in the consulting partnership. The detailed descriptions and specific next step deliverables help to see the potential and progress we will make together. The specific nature of each of these deliverables will be managed dynamically and prioritized together. We did our best to both create and categorize them, but felt giving you more description and detail would help you understand how we hope to achieving the overall goals together.

MASTERCLASS FORMAT

A series of 12 enlightening sessions, each lasting 6 to 10 minutes, presented by family patriarchs and matriarchs. These sessions delve into topics, values, skills, and other important aspects you wish to pass on to future generations. Each session is direct-to-camera with one family member participating You will receive a set of 12 masterclass videos offering timeless insights for your family's growth and well-being.

DETAILS

6 to 8 sessions

6-10 Minutes Length

Multiple speakers

Teleprompter

Direct to camera

Camera Op 1 CREWNEEDED

Executive Director

Teleprompter

6-8 Masterclass Session Videos

OFF CAMERA WITH 1 OR 2 PEOPLE + DIRECTOR

A captivating exploration of individual perspectives on the 5 Capitals. Over two days, we will interview 10 individuals, each asked 10 thought-provoking questions, with 1 to 2 family members participating in each session. These conversations will yield a rich collection of 100 finalized videos, including 10 medley videos that blend multiple perspectives and 10 personal family stories that capture the essence of your family's unique journey

DETAILS

20 Individuals filmed over 2 days 10 Questions asked to each Participant

Interview style format

Variety of topics

Grip (Stands) CREWNEEDED

Executive Director

Camera Op 1

DELIVERABLES

15 Finalized Videos

Medley videos

Personal Stories

SMALL BREAKOUT DISCUSSIONS

Offers an intimate setting for meaningful conversations. Over two days, we produce 10 videos, each lasting 3 to 5 minutes, where 3 to 6 family members engage in table talk-style discussions on a variety of topics. These smaller, focused discussions provide a platform for deeper connections, shared insights, and a valuable opportunity for family members to bond over their diverse perspectives and experiences.

DETAILS

10 Videos filmed over 2 days

Length 5-7 minutes each 3-6 member participation

Table talk format

Variety of topics

CREW NEEDED

Executive Director

Audio Engineer

Camera Op 1

Camera Op 2

Camera Op 3

DELIVERABLES

12 Finalized Discussion Videos

MAN ON THE STREET SOUNDBITES

(Captured during breaks, transitions, and meals)

Captures candid and direct-to-camera moments from every family member in multiple locations as each one shares their thoughts and reflections. These soundbites, brimming with authenticity, will serve as valuable assets to be seamlessly integrated into our stories and sessions. By incorporating these unfiltered perspectives, we aim to infuse our content with the genuine voices and sentiments of your family members, making your family's story all the more compelling and memorable.

DETAILS

25 soundbites

Most family members

Captured during breaks, transitions, and meals.

Endorsements curriculum openers

CREWNEEDED

Executive Director

Camera Op 1

DELIVERABLES

Soundbites to be used in previews, trailers stories, and opening sessions

Dedicated to preserving every meaningful moment of your family event, our skilled team captures both staged and candid shots, ensuring that no special moment goes unnoticed. The deliverables include a comprehensive collection of event photography that captures the essence of your family gathering. Additionally, our lifestyle video b-roll, seamlessly woven into your stories, adds a dynamic visual dimension to your cherished memories, making them even more vivid and memorable for generations to come.

DETAILS

Capturing Photos and B-roll

Staged and Candid Shots

Drone footage

CREW NEEDED

Photographer / Videographer

DELIVERABLES

Photography of the whole event.

Lifestyle Video B-roll used for stories

CATHEDRAL FAMILY LIBRARY

We provide a wide range of possible formats, settings, locations, and creative approaches to maximize the impact of your Cathedral Family Library. Each format is designed to help highlight your content and catalyze more conversations around it over the years The following list is not comprehensive but some of the more popular formats that could be used

CATHEDRAL FAMILY VALUES

Clarity Alignment Communication Wisdom Impact Transformation

CATHEDRAL FAMILY STRATEGY

Personal Financial Family Business Charitable Review Strategy and Monitor

FAMILY LIFE GOAL SETTING

Family Finances

Social (Philanthropy)

Vocational

Physical

Spiritual

FAMILY CLARITY

Five areas of coaching

Personal Family

Financial Business Charitable

ENGAGING THE NEXT GENERATION

Family Budget Career Vocation Purpose

Wellness/Well-being

CATHEDRAL FAMILY DOCUMENTS

Family assets

Balance sheet

Assets under management Legal Documents Tax Planning

Insurance

Cashflow

Document analysis and review

FAMILY MISSION VISION & VALUES

Overview Mission Vision Values Strategy Next Steps

Goals and Gaps

Inheritance

Liquidity

Family Meetings

Generosity

CATHEDRAL FAMILY MEETINGS

Food is always good Foster Relationships Fun ways to play

Family gathering Finances

Finishing well

PROCESS

We use a highly relational, guided process to help families identify what they are going to focus on next, engaging them in learning from best practices and conversations with other families and advisors. Together, they provide practical guidance and encouragement needed to take those next steps. Then the family repeats and reviews this process through regular family meetings, personal coaching, personal advisor coaching and affinity based small groups studying the Cathedral Family and family by design series.

FAMILY CONSULTATION

Create a Cathedral Family Plan based on your family assessment, goals, gaps, and action plans to build a family by design.

FAMILY CELEBRATIONS

Producing and capturing family stories, wisdom, mission, and values; Family passion, and progress reports

FAMILY GROWTH

Family meetings, family experiences, family retreats, family business updates, family advisor meetings

FAMILY ASSESSMENT

Engage advisors, providers and legacy coaches to guide and encourage your family on the journey through family meetings, peer-to-peer, online conversations, Masterclass courses, and a library of other Cathedral Family resources.

FAMILY PLANNING

Receive guidance to implement your goals and gaps, to execute next steps, beginning with stronger communication, harmony, and family clarity

Advisor Calling Campaign – target, Kingdom Advisors, CKA’s and Christian advisors

Advisor Social Media Campaign- major social media platforms, custom product trailers, master schedule, aligned w/ calls and emails

Advisor Email Marketing Campaign – media driven, splash pages, targeted testimonies, case studies, register for next steps, etc.

Advisor Monthly Newsletter – letter from Tom, review products, promotion offerings, feature articles, content rich, etc

Advisor Customer Database go far and wide to secure more and better advisor, provider and family contacts.

Advisor Distribution and Delivery - The classic "build, borrow, or buy" approach applies here We need to do all three, but the key is to "borrow" the best partner networks for shared distribution and delivery. This could be a game changer if we can get organizations like Kingdom Advisors, NCF, The Signatry, Generous Giving, Waterstone, and others to endorse our services.

PLATFORM

BEAUTIFUL DESIGN & INNOVATIVE FEATURES

Professionally designed state of the art website

Built for Master Class registration and downloads

Complete w Commerce Engine designed to promote and sell all products and services

Visually spectacular for unique target market

Membership family and advisor privacy and login password

Access to all courses, curriculum and classes

New company branding and logo

Certified Advisor Resources and training

Comprehensive Cathedral Family

Bring your story, strategy and secret sauce to a proven network of advisors and the families they serve

Help you model, mentor, manage and multiply your one God-given life, Leadership and Legacy

Help you catalyze, coach, communicate, and consult on how to launch a ministry to and through families of wealth.

Champion your voice to the primary target audience of financial advisors and families of wealth

Turn your ministry into a movement by championing your heart and hope for families and those that serve them.

We will help you produce, publish, promote, plan and provide the team leadership to turn this vision into a reality

Provide the proven systems, strategies and solutions needed to build a successful and

CATHEDRAL FAMILY TOUR

One of the most exciting offerings that we will be providing with the Cathedral Family Initiative is a very exclusive and private tour uniquely designed for a small group of multigenerational families, and those who serve them. They will be invited on a 5 to 7 day tour of some of the most beautiful cathedrals in the world. Some of these trips will include an opportunity to create their own custom family Cathedral experience, and others will be able to join in the making of the Cathedral family resources

1. Tourism and Exploration

Cathedrals are often major tourist attractions, drawing visitors curious about the local culture and heritage. Travelers may include them in their itineraries as a way to experience the destination more fully.

2. Community and Connection

Visiting cathedrals can foster a sense of community Many visitors enjoy attending events, concerts, and festivals held at these venues, connecting with others who share similar interests

3. Photography and Aesthetic Enjoyment

The beauty of cathedrals provides excellent opportunities for photography Many visitors are motivated by the desire to capture stunning images of these architectural wonders

4. Educational Experiences

Cathedrals often offer guided tours and educational programs that provide insights into their history, architecture, and art. Visitors may be motivated by a desire to learn.

CATHEDRAL COMMUNITY ENGAGEMENT

Fundraising and Financial Support

Local communities often organize fundraising campaigns and events to generate financial support for preservation efforts This can include donations, grants, or partnerships with local businesses that recognize the value of maintaining historical sites

Cultural Preservation

Community involvement ensures that the cultural narratives and histories associated with landmarks are preserved. Local stories, traditions, and practices can be shared, enriching the understanding of the landmark's significance.

Collaboration with Experts

Engaging the community encourages collaboration between local residents and preservation professionals. This partnership can lead to innovative solutions and approaches that align with the community's needs and values.

Sustainability

Involving the community in preservation efforts fosters a sense of ownership and stewardship When residents feel connected to historical landmarks, they are more likely to support ongoing maintenance and protection, ensuring long-term sustainability

CATHEDRAL FAMILY LEGACY

Classic church cathedrals hold significant relevance for wealthy legacy families in today's world, offering valuable lessons and inspiration in several areas:

Timeless Values

Cathedrals embody enduring values such as faith, community, and service Wealthy families can reflect on these principles to guide their philanthropic efforts and family missions, ensuring their legacy aligns with meaningful contributions to society

Long-Term Vision

The construction of cathedrals often took generations to complete This highlights the importance of having a longterm vision for family projects and investments, encouraging families to think beyond immediate gains and consider the impact of their contributions over time.

Cultural Heritage

Cathedrals serve as symbols of cultural identity and heritage. Wealthy families can learn to appreciate and preserve their own cultural narratives, fostering a sense of pride and continuity that can be passed down through generations.

WHY VISIT CATHEDRALS?

Studying classic church cathedrals around the world reveals a rich tapestry of values that have shaped their design, purpose, and significance.

Here are some key values commonly associated with these magnificent structures:

Faith and Spirituality

Cathedrals serve as places of worship and spiritual reflection, embodying the deep faith of the communities they represent. They are designed to inspire awe and reverence, drawing people closer to the divine.

Community and Fellowship

Many cathedrals function as central hubs for community life, fostering a sense of belonging and connection among parishioners. They host gatherings, celebrations, and events that strengthen communal bonds

Art and Beauty

The emphasis on artistic expression in cathedrals reflects the value placed on beauty as a means of elevating the human experience. Stained glass windows, sculptures, and intricate carvings serve not only aesthetic purposes but also convey biblical stories and teachings.

Heritage and Tradition

Cathedrals often embody the cultural and historical heritage of a region They preserve traditions and narratives that connect present generations with their past, maintaining a sense of continuity.

THE VALUE OF CATHEDRALS

Tourism and Economic Impact

As significant landmarks, cathedrals attract tourists, which can boost local economies through tourism-related activities such as hospitality, dining, and retail. This economic impact can benefit the broader community.

Charitable Initiatives

Many cathedrals engage in charitable work, providing support to those in need through food banks, shelters, and various outreach programs that address social issues like poverty and homelessness

Interfaith Dialogue

Cathedrals can serve as venues for interfaith

Environmental Stewardship

Some cathedrals are becoming advocates for environmental sustainability, engaging in initiatives that promote eco-friendly practices and raise awareness about environmental issues.

Mental and Emotional Well-Being

The serene and contemplative atmosphere of cathedrals provides a space for reflection, meditation, and peace, contributing to mental and emotional well-being for individuals seeking solace in a busy world

Civic Engagement

Cathedrals often take an active role in civic life

VARIOUS CATHEDRAL ARCHITECTURAL STYLES

Cathedrals around the globe showcase a variety of architectural styles, each reflecting the cultural, historical, and spiritual influences of their time. Here are some of the most common architectural styles found in cathedrals:

Gothic

Characterized by pointed arches, ribbed vaults, and flying buttresses, Gothic architecture emphasizes verticality and light. Notable examples include Notre-Dame de Paris and Chartres Cathedral in France.

Romanesque

This style features thick walls, rounded arches, and sturdy pillars. Romanesque cathedrals often have a fortress-like appearance and are adorned with intricate carvings Examples include the Abbey of Saint-Germain-des-Prés in France and Durham Cathedral in England.

Byzantine

Distinguished by large domes, mosaics, and a focus on interior decoration, Byzantine architecture emphasizes the spiritual experience. The Hagia Sophia in Istanbul is a prime example, showcasing the grandeur of this style.

Renaissance

This style marks a revival of classical elements, featuring symmetry, domes, and columns. Renaissance cathedrals often feature harmonious proportions and elaborate details, as seen in St Peter's Basilica in the Vatican

Emerging in the 20th century, modernist cathedrals often prioritize functionality and simplicity, utilizing new materials like glass and steel The Cathedral of Brasília in Brazil, designed by Oscar Niemeyer, is a prominent example of this style

Postmodern

This style often combines elements from various architectural traditions, incorporating playful and eclectic designs. The Cathedral of Our Lady of the Angels in Los Angeles, designed by Rafael Moneo, reflects postmodern characteristics

Moorish

Influenced by Islamic architecture, Moorish cathedrals feature horseshoe arches, intricate tile work, and decorative patterns. The Cathedral of Córdoba in Spain, originally a mosque, showcases this style.

Anglican

Often characterized by elements of Gothic architecture, Anglican cathedrals can exhibit features like tall spires, large windows, and intricate stonework. Examples include Canterbury Cathedral in England.

These architectural styles not only reflect the aesthetic preferences of their eras but also embody the spiritual aspirations and cultural identities of the communities that built them Each cathedral serves as a testament to the craftsmanship and creativity of its time.

ROLE IN MODERN SOCIETY

Cathedrals continue to play a multifaceted role in modern society that goes beyond their historical significance. Here are several key functions they serve today:

Community Hubs

Cathedrals often act as gathering places for the community, hosting events, concerts, festivals, and social gatherings that foster a sense of belonging and connection among residents.

Spiritual Centers

They remain important spiritual centers for worship, offering services, sacraments, and rituals that provide guidance, support, and a sense of purpose to individuals and families.

Educational Resources

Many cathedrals provide educational programs, lectures, and workshops that promote spiritual growth, community engagement, and knowledge about historical, cultural, and social issues

Cultural Preservation

Cathedrals often serve as custodians of cultural heritage, preserving art, architecture, and historical artifacts that reflect the identity and values of the community. They may also host exhibitions and events that celebrate local culture.

Tourism and Economic Impact

As significant landmarks, cathedrals attract tourists, which can boost local economies through tourismrelated activities such as hospitality, dining, and retail This economic impact can benefit the broader community

ROLE IN MODERN SOCIETY

Charitable Initiatives

Many cathedrals engage in charitable work, providing support to those in need through food banks, shelters, and various outreach programs that address social issues like poverty and homelessness.

Interfaith Dialogue

Cathedrals can serve as venues for interfaith discussions and events, promoting understanding and cooperation among different religious and cultural groups in an increasingly diverse society

Artistic Inspiration

The architectural beauty and artistic elements of cathedrals continue to inspire artists, musicians, and writers, serving as settings for creative expression and cultural events, such as concerts and art exhibitions.

Environmental Stewardship

Some cathedrals are becoming advocates for environmental sustainability, engaging in initiatives that promote eco-friendly practices and raise awareness about environmental issues.

Mental and Emotional Well-Being

The serene and contemplative atmosphere of cathedrals provides a space for reflection, meditation, and peace, contributing to mental and emotional well-being for individuals seeking solace in a busy world

Civic Engagement

Cathedrals often take an active role in civic life, addressing social justice issues, advocating for the marginalized, and encouraging community members to engage in public service and activism. In summary, cathedrals play a vital role in modern society as community hubs, spiritual centers, educational resources, and cultural icons. Their influence extends beyond historical significance, contributing to social cohesion, economic vitality, and the overall well-being of individuals and communities

VALUE TO NEXT GENERATION

Engaging with and viewing major cathedrals around the world offers significant value to the next generation, whether they are adults or youth Here are some key benefits:

Cultural Appreciation

Cathedrals are often masterpieces of architecture and art, reflecting the cultural heritage of their regions Experiencing these structures can foster an appreciation for history, art, and cultural diversity

Historical Insight

Cathedrals often embody centuries of history, serving as sites for major events and movements. Visiting them provides opportunities to learn about historical contexts, societal changes, and the evolution of architectural styles.

Spiritual Reflection

For many, cathedrals are sacred spaces that encourage contemplation and spiritual growth. Engaging with these environments can provide a sense of peace, inspiration, and connection to something greater.

Educational Opportunities

Cathedrals often offer guided tours, workshops, and educational resources that can enhance knowledge about religious practices, architectural techniques, and local history, benefiting both youth and adults.

VALUE TO NEXT GENERATION

Community Engagement

Visiting cathedrals can foster a sense of community, as individuals often participate in group tours or events This engagement can strengthen social bonds and create shared experiences among peers and family members.

Artistic Inspiration

The intricate designs, stained glass, sculptures, and craftsmanship found in cathedrals can inspire creativity and artistic expression Exposure to such beauty may encourage young people to explore their own artistic interests

Interpersonal Connections

Visits to cathedrals can serve as opportunities for meaningful conversations among family members and friends. Discussing the significance of the cathedral and its impact on culture and society can deepen relationships and understanding

Personal Growth

Experiencing the grandeur and serenity of cathedrals can lead to personal reflection and growth. Engaging with such spaces may encourage individuals to contemplate their own beliefs, values, and aspirations.

Legacy and Continuity

Cathedrals often symbolize continuity and legacy within communities. Engaging with these spaces can help the next generation understand their place in a larger historical and cultural narrative, reinforcing the importance of preserving heritage.

In summary, the value of engaging with major cathedrals for the next generation lies in the opportunities for cultural appreciation, historical insight, spiritual reflection, and personal growth These experiences can enrich their understanding of the world, foster creativity, and strengthen connections with family and community.

CATHEDRAL FAMILY GLOBAL FAVORITES

There are numerous cathedrals around the world celebrated for their architectural beauty, each showcasing unique styles and features.

Here are some of the most famous:

Notre-Dame Cathedral (Paris, France)

A masterpiece of French Gothic architecture, Notre-Dame is renowned for its intricate façade, flying buttresses, and stunning stained glass windows, particularly the famous rose windows.

Sagrada Família (Barcelona, Spain)

Designed by Antoni Gaudi, this basilica blends Gothic and Art Nouveau styles Its unique facades and towering spires create a breathtaking and imaginative structure still under construction.

St. Peter's Basilica (Vatican City)

A key work of Renaissance architecture, St Peter's features a grand dome designed by Michelangelo, ornate interiors, and stunning artworks, making it one of the most important churches in the Catholic world

Milan Cathedral (Milan, Italy)

Known as the Duomo, this Gothic cathedral is famous for its elaborate spires, statues, and intricate façade It's one of the largest cathedrals in the world and took nearly six centuries to complete

FAMOUS CATHEDRALS USA

Here are some of the most famous cathedrals the United States, each known for its architectural grandeur, historical significance, and cultural impact:

St. Patrick's Cathedral** (New York City, New York) - An iconic example of Gothic Revival architecture, this cathedral is located in Manhattan and is known for its stunning stained glass, intricate sculptures, and grand interiors.

Washington National Cathedral** (Washington, D.C.) - This Episcopal cathedral is renowned for its Neo-Gothic architecture and impressive size, serving as a center for national events and interfaith dialogue

Grace Cathedral** (San Francisco, California) - Known for its beautiful stained glass windows and labyrinths, Grace Cathedral is an iconic landmark in San Francisco and a center for spirituality and the arts.

Cathedral of St. John the Divine (New York City, New York) - One of the largest cathedrals in the world, this Episcopal cathedral features a blend of architectural styles and is known for its magnificent interior and community engagement.

Christ Church Cathedral** (Indianapolis, Indiana) - This historic cathedral is known for its beautiful architecture and vibrant community, serving as a focal point for worship and the arts in Indianapolis.

Saint Louis Cathedral** (New Orleans, Louisiana) - Located in Jackson Square, this cathedral is the oldest continuously active Roman Catholic cathedral in the United States, known for its stunning architecture and vibrant history.

CATHEDRAL FAMILY REVENUE STREAMS

REVENUESTREAMS

CATHEDRALFAMILY40DAYLEGACYCAMPAIGN

CATHEDRALFAMILYGENEROSITYCAMPAIGN

CATHEDRALFAMILYHOSPITALFUND

CATHEDRALFAMILYUNIVERSITY/COLLEGEFUND

CATHEDRALFAMILYDONOR DEVELOPMENTPROGRAM

$1M

$2M

$250M

$200M

$5MTHISYEAR/$25MOVERTIME 10PARTNERS@500K

CATHEDRALFAMILYSEEDDONORTRIP(JAN/FEB) 500Kx5=$2.5M

CATHEDRALFAMILYADVISORSNETWORK 2500x200=$500K

CATHEDRALFAMILYNONPROFIT/MINISTRY

100Kx10=$1.0M

CATHEDRALFAMILYCOUPLESTOUR 25Kx200=$5M

CATHEDRALFAMILYCONSULTING 100K/YRx10=$1.0M

CATHEDRALFAMILYLEGACYPLAN 150Kx20=$3.0M

CATHEDRALFAMILYPLEDGEFUND (BILLGATES&WARRENBUFFETT) BILLIONSOFDOLLARS!

CATHEDRALFAMILYPHILANTHROPYPROJECTS

CATHEDRALFAMILY40DAYSOFPURPOSE

1.0Mx20=$20M

$1.5M

CATHEDRALFAMILYMINISTRIES (CHURCHES&NON-PROFITDONORTRIP) 25Kx200=$50M

CUSTOM40DAYCAMPAIGNS (PUBLISHING&PRODUCTION)

100Kx25=$2.5M

CATHEDRALFAMILYFOLLOW-UPSERIES $150K

CATHEDRALFAMILYRETREAT/FAMILYMEETING 25Kx50=$1.25M

CATHEDRAL FAMILY REVENUE STREAMS

REVENUESTREAMS PROJECTEDREVENUE

CATHEDRALFAMILY40DAYCAMPAIGN

CATHEDRALFAMILYMEMBERSHIP/SUBSTITUTION (ALLACCESSPASS)

CATHEDRALFAMILYCOURSES

CATHEDRALFAMILYOFFICEADVISOR

CATHEDRALFAMILYOFFICECLIENTS

CATHEDRALFAMILY“NEW”FOUNDATIONS

$2M

$1000/YRx1000=$10M

$100x2000=$2M

25Kx100=$2.5M

200Kx20=$4M

25Mx10=$250M

CATHEDRALFAMILYVENTURES (FORPROFITENTERPRISES) MANYZEROS!

CATHEDRALFAMILYMAJORINSTITUTIONAL PARTNERS

CATHEDRALFAMILYINTERNATIONALCRUISE

CATHEDRALFAMILYONEYEARJOURNEY (BESTOFALLPROGRAMS)

CATHEDRALFAMILYMULTI-GENERATIONAL FAMILYEXPERIENCE

CATHEDRALFAMILYNETWORKREFERRALS

CATHEDRALFAMILYCUSTOMPRODUCTIONS

CATHEDRALFAMILYFRANCHISE&LICENSE

500Kx10=$5M

50Kx200=$10M

500Kx20=$10M

500Kx10=$5M

100Kx50=$5M

100Kx100=$10M

250Kx10=$2.5M

CATHEDRALFAMILYMEMBERSHIP/SUBSCRIPTION 1000x250=$250K

CATHEDRALFAMILYNEWCLIENTACQUISITION

CATHEDRALFAMILYOFFICESERVICES(10YRS)

100Kx100=$10MOVER10YEARS

250Kx100=$25M

CATHEDRAL FAMILY REVENUE STREAMS

REVENUESTREAMS

CATHEDRALFAMILYOFFICEPHILANTHROPIC COLLABORATIONPARTNERSHIPS

CATHEDRALFAMILYPUBLISHINGSERIES

CATHEDRALFAMILYOFFICECERTIFICATIONS

CATHEDRALFAMILYLEGACYFOUNDATIONFUND

CATHEDRALFAMILYUNIVERSITY (FAMILIESOFWEALTH)

CATHEDRALFAMILYEXPERIENCEPRODUCTIONS

CATHEDRALFAMILYLEGACYLIBRARY (ARCHIVISTA)

CATHEDRALFAMILYDOCUMENTARY &FAMILYSTORY

CATHEDRALFAMILYASSESSMENT

CATHEDRALFAMILYBUSINESS

PROJECTEDREVENUE

500Kx5=$2.5M

$1.5M

$2500x500=$1.2M

$250M

10K/YEARx500=$5M

100Kx25=$2.5M

25KX100=$2.5M

250Kx10=$2.5M

20Kx250=$5M

250Kx10=$2.5M

CATHEDRAL FAMILY BUDGET

Projected Budget and Projects are in the $5,000,000 range. (To be refined, updated, and prioritized over the next 6 months.)

Initial 10% Deposit of $500,000 due upon receipt.

PARTNERSHIP AGREEMENT

The payment schedule will be determined after your preferences of products, packages and programs are decided The details are described in the previous pages. And the payments will be scheduled through a third-party foundation.

Amount of Donation: $500,000 (first installment)

Date of Donation: October 24, 2024

ACH Instructions

Bank Name: Chase Bank

Bank Routing Number: 322271627

Recipient Account Name: LifeTogether Ministries

Recipient Account Number: 992534073

Account Type: Checking

Addendum: (Cathedral Family)

Address: LifeTogether Ministries

27132 Paseo Espada Suite 423

San Juan Capistrano, CA 92675

Please sign and scan this document and send to LifeTogether along with your payment You will be invoiced for any remaining balance as noted in the payment schedule.

Brett Eastman, President of LifeTogether

Representative Name and Title

Name and Email address of person(s) to receive invoices

PARTNERSHIP AGREEMENT

The payment schedule will be determined after your preferences of products, packages and programs are decided The details are described in the previous pages And the payments will be scheduled through a third-party foundation

Amount of Donation $100,000 Payment

Date of Donation: September 26, 2024

Operating Project Name: (Cathedral Family)

ACH Instructions

Bank Name: Chase Bank Routing #: 322271627

Recipient Account Name: Lifetogether Ministries Inc Account #: 992534073

Cathedral Family Phase 1 Objectives/ Outcomes from $100,000 investment

Host the Cathedral Family Scouting Tour in November 2024, helping to solidify our mission, strategy, assumptions, and leadership team. (November design trip)

Create the Cathedral Family marketing collateral resources, including a color brochure, multi-stage presentation, and web splash pages (for the Minimum viable pitch)

Recruit the Cathedral Family board of directors (Family foundations making >100k commit)

Outcomes we are looking for: Exploratory Trip for 5 1st year Go To Market (GTM) plan Website with Highlights/Pitch video Board development to get 4-10 foundations engaged with min $1m commits

Please sign and scan this document and send to LifeTogether along with your payment You will be invoiced for any remaining balance as noted in the payment schedule

Brett Eastman, President of LifeTogether

Representative Name and Title

Name and Email address of person(s) to receive invoices

PARTNERSHIP AGREEMENT

The payment schedule will be determined after your preferences of products, packages and programs are decided The details are described in the previous pages And the payments will be scheduled through a third-party foundation

Amount of Donation: $500,000 (first installment)

Date of Donation: September 26, 2024

Operating Project Name: (Cathedral Family)

Domestic WIRE Instructions (wires being sent from within the U.S.)

Beneficiary ABA: 121000248***

Beneficiary Bank: Wells Fargo Bank, NA San Francisco, California

Branch: 410 S. Cascade Avenue Colorado Springs, Colorado 80903

Beneficiary Name: The New Horizons Foundation Inc

Address: 731 Chapel Hills Dr. Colorado Springs, CO 80920

Beneficiary Account No: 2211739111

Special Information for Beneficiary: (Cathedral Family)

ACH Instructions

Bank Name: Wells Fargo Bank, N.A.

Bank Routing Number: 102000076

Recipient Account Name: The New Horizons Foundation, Inc

Recipient Account Number: 2211739111

Account Type: Checking Addendum: (Cathedral Family)

Please sign and scan this document and send to LifeTogether along with your payment You will be invoiced for any remaining balance as noted in the payment schedule.

Brett Eastman, President of LifeTogether

Representative Name and Title

Name and Email address of person(s) to receive invoices

PLAYERS YOUR LIFETOGETHER

President & Founder

JOEL GABRIELSEN EXECUTIVE MEDIA DIRECTOR

TODD YATES EXECUTIVE VIDEO PRODUCER

TOMMY OWEN WEB DEVELOPER

JEFF MILLER

SEAN FOY HARRIETTE BURRELL Senior Project Manager Executive Director Director of Marketing

EVELINE CHU OFFICE MANAGER

KERI WYATT KENT PRODUCER/WRITER

TIM MCMAHAN WEB DESIGNER

DENISE JOHNSON DIRECTOR OF FINANCE

ALLEN WHITE SENIOR PROJECT MANAGER

WILLIAN HELLMUTH EXECUTIVE PRODUCER

DEE EASTMAN EXECUTIVE PRODUCER

HANNAH SERRANO DIAZ MEDIA PRODUCTIONS

JEREMIAH MCLAMB DIRECTOR OF PHOTOGRAPHY

AMANDA BLAKE ART DIRECTOR

STEVE SHEPHERD MARKETING & COMMUNICATIONS

ROGER PATTERSON BUSINESS DEVELOPMENT & ACCOUNT MANAGER

Brett Eastman

PRESIDENT & FOUNDER, LIFETOGETHER

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 shares 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)

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