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How We Help

Family, Faith and Financial Planning

Faith and finance go hand-in-hand. We create trusts, estate plans, annuities and endowments that change lives, impact ministry and secure your financial future.

Make Your Money Go Further In 3 Easy Steps



Fill out a brief contact form to start the conversation.



We’ll reach out to answer questions, discuss options and build plans.



We’ll guide you to a financial solution that meets your needs and multiplies Kingdom resources.

We’d be fools not to create an estate plan, in a lot of ways. It benefits our child and future children, our families, and even benefits either one of us in case something happens. WatersEdge really communicated that it’s about stewardship and taking care of the things God has given us to use for His Kingdom.

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Will & Cady Bailey,
Western Hills Church | Oklahoma City, Oklahoma

Working with WatersEdge to establish my estate plan was easy and a great experience. Now I have peace of mind about my family’s financial future and the blessing of knowing my estate will further the Gospel after I’m gone.

Blake Gideon,
Senior Pastor, FBC Edmond | Edmond, Oklahoma

I wanted to put the money where it was most needed. I know I can’t do it all, but I hope this gift will support someone with the talent of teaching people about Jesus.

Lakie Gillespie,
CGA Donor | McAlester, Oklahoma

Every day I say, ‘God let me be a blessing to somebody.’ I get so much pleasure and satisfaction and joy to give whatever I can each year.

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Carmen Henderson,
CGA Donor | Owasso, Oklahoma

Generosity is not something we are born with; it is something you have to experience, and once you do, you see there is a need – and God provides… If you wait until you can afford to tithe or give, then it is already too late.

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Gene & Kaye Jones,
CGA Donors | Anadarko, Oklahoma

I’ve been a tither since I was 16. When I give to an endowment through WatersEdge, I know that the income will continue to help the church or ministry I’ve chosen to support from now until Jesus comes. Endowment is a way for me to leave a legacy beyond myself so that when I’m dead and gone, I’m still giving a tithe. That’s very fulfilling to me.

Wayne Childers,
Donor | Oklahoma City, Oklahoma

Most people are waiting for some big reason to give. People think, ‘Well, it’s small. It doesn’t matter.’ But everything matters. If it’s a gift the Lord told you to give, then give and be obedient. You’re not going to get to those big things until you’re faithful with the small things.

Greg & Susan Kannady,
Donors | Kingfisher, Oklahoma

Our tax man is a Christian and he suggested an IRA charitable rollover as a way to reduce our taxable income while helping others at the same time. We chose to give to Baptist Village Communities’ Adams Fund, which provides financial assistance to meet the day-to-day needs of dozens of senior adults with limited incomes.

Gil Kettler,
Donor | Oklahoma City, Oklahoma

We have three children and we wanted to make sure they were going to be taken care of and it wouldn’t be left up to somebody else. We also wanted to make sure our possessions were going to Gospel ministries. WatersEdge was very easy to work with.

Brent Prentice,
Senior Pastor, Eagle Heights Baptist Church | Stillwater, Oklahoma

An estate plan was the most logical and efficient means for my wife and me to honor our financial stewardship responsibility by determining and legally clarifying our intent for the distribution and utilization of our assets once our lives on this earth are completed.

Leo Presley,
Finance Committee, Eagle Heights Baptist Church | Stillwater, Oklahoma

I think having an estate plan is important because God has given us stewardship over every part of our life, and we want to honor Him and glorify Him with every aspect. This is something that everybody needs to do, whether you think it’s something that you can put off or not.

Ryan Smith,
Associate Pastor, Eagle Heights Baptist Church | Stillwater, Oklahoma

God has blessed us with two families: our earthly family of sons, daughters-in-law and grandkids, and a spiritual family in Christ. Our desire for the resources God has given us is to provide for the furthering of both. Let me encourage you to take advantage of this great opportunity.

Doug Melton,
Pastor, Southern Hills Baptist Church | OKC, Oklahoma

We chose WatersEdge because it was a better rate. And then also the ministry side of it — the fact that our investment was enabling WatersEdge to provide loans to other churches that needed help.

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Michael Martin,
Senior Pastor of FBC Cushing | Cushing, Oklahoma

We filmed a video for our new church, Bright City, that featured our partnership with WatersEdge. Pastors, make them your best friend. They are superheroes on the financial side of church work.

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Amy Cordova,
Missions and Women’s Ministry Partner at Oklahoma Baptists and Pastor’s wife at Bright City Church | Oklahoma City, Oklahoma

Our experience with WatersEdge was great. It was a good conversation, because it’s more than just counting dollars and cents – you can tell that they really care about ministry and life. Creating an estate plan is a pretty simple thing to do to put things in place so that someone else doesn’t have to worry about it.

Bill & Kelly Gandy,
Cross Fellowship Church | Black Forest, Colorado

Taking the loan out through WatersEdge not only saved the church quite a bit of money in interest charges, but also allowed any interest paid on the loan to be re-invested in other churches.

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Reginald Fletcher,
Pastor of Living Word Baptist Church | Indianapolis, Indiana

Our church is young, but WatersEdge has been so incredibly helpful to help us as we move forward with a building project. I love that interest of the loan goes to further advance the kingdom of God. I’m thankful for a place that has sharp business acumen, but also recognizes the big picture of getting the Gospel to the world.

Bob Morissey,
Pastor of The Church @ Clawson | Clawson, Michigan

We chose WatersEdge because of high mission value — our loan interest being reinvested in churches and ministries across the nation. They left the decision up to us, and we haven’t regretted it.

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Dr. Bob Bender,
Pastor of Black Forest Baptist Church | Black Forest, Colorado

WatersEdge helped us when the banks couldn’t, and they were there for us when we needed them.

Brad Graves,
Senior Pastor at FBC Ada | Ada, Oklahoma

 There was a huge difference in the approach of the banks and WatersEdge Ministry Services. The banks look at the church as a business and WatersEdge looks at the church as a ministry. 

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Mitch Green,
Pastor of Country Roads Baptist Church | Lenox, Iowa

 I can’t say enough great things about their process. They were able to move as fast as we wanted to move. From my first interaction with WatersEdge until the time we closed was half the time it took just to navigate the conversation with our bank about getting a lien release! 

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Stephen Hinson,
Operations Pastor of Foothills Community Church | Arvada, Colorado


Families have signed estate plans that advance ministry.

Charitable estate planning protects your family and impacts the Kingdom.


Churches and Ministries have been strengthened.

We’re able to offer loans, investments and accounting to Southern Baptist churches nationwide because of your support.


Has been given to ministry since 2013.

Because of your generosity, we get to send millions of dollars to ministries around the world each year.


Just a Few of Our Valued Partners