Kingdom Portfolios

The KP Rep Path

Walk the Journey. Grow Together.

Kingdom Portfolios helps faith-driven business owners set up their own donor-advised fund and learn to give with purpose. We are looking for great sales reps who pick up the phone and start conversations in person with business owners, book their calls, and, as they grow, close those calls themselves.

How a Payout Moves · ExampleSet + Close
Sow90 Days
  • Call BookedSet
  • Client Pays KPDay 0
  • Commission Sent to You≤ 48 Hrs
Your Flat Commission
$0

Per paid package. Not typical earnings.

Flat CommissionA set amount per package, never a percentage
Paid Within 48 HoursThe same week a client's payment lands in KP
Set or CloseStart by booking calls, grow into closing them
Your Own HoursIndependent, commission-only role
The founder of Kingdom Portfolios in a light-blue blazer and Dream Team shirt

We Walk It Together

Come Build a
Dream Team.

You Won't Walk This Path Alone.

“Every rep on this path walks it with me. When you book a call, it lands on my calendar. When you want to learn to close, you are welcome to sit in on mine. When a client pays, you are paid first.”

I am not looking for people to chase a number. I am looking for people who want to serve business owners well and grow while they do it. If that is you, let's walk it together.

— Founder, Kingdom Portfolios
Calls Land on My CalendarSit In Whenever You LikePaid Within 48 Hours
Join the Dream Team →

Know Who You Serve

Before You Sell Anything,
Know the Family.

We serve business owners. Great reps understand the owners they talk to, why we do this work and how we walk with families. Learn these three first.

01 · Who We Serve

They Built Something. Now They Want It to Mean Something.

Faith-driven business owners who are already generous. The next win does not stir them the way it used to. What stirs them now is what their success could do for someone else.

The Growing Owner

Their company has good years now. They want part of every strong year to reach the causes they care about, on purpose instead of in a rush at year-end.

“I give every December, but it always feels last-minute.”

The Owner Planning an Exit

They may sell the company in the next few years and want part of that moment to do lasting good, planned ahead with their CPA instead of after the fact.

“If I sell, I want some of it to mean something.”

The Owner Who Also Invests

Beyond the business, they hold stock or other assets that have grown for years, and would rather those gains fund the Kingdom than sit waiting for their next move.

“I have shares that have grown a lot. I'd like them to do some good.”

The Family Business Owner

They want their children to learn generosity by doing it with them, and to carry the family's giving on alongside the business.

“I want my kids to grow up giving, not just inherit.”

Good Fit Signals
  • Owns a business with strong years, and already gives.
  • Wants a plan behind the giving, not a year-end rush.
  • Has a big year, a sale or grown assets on the horizon.
  • Wants family involved in the giving.
  • Has a CPA, or is open to bringing one in.
Not the Right Fit Yet
  • Looking for an investment or a return. We do not offer one.
  • Wants someone to hold or manage their money. We never do.
  • Wants tax or legal advice. That is their CPA and attorney.
  • Is not ready to give anything yet. Point them to the free 7-Day Seed.

02 · Why We Serve

Generous People Deserve Someone to Explain the Tools.

Most owners we meet are generous. What they have rarely had is someone to explain the tools. A donor-advised fund is one of the simplest and most useful, and many have never heard it explained. We want to change that, one family at a time.

A thousand family-advised funds, each named by a family, each granting to the places that shaped them, and carried on by the next generation.

Profit Was the Goal→Purpose Is the Goal Now
We Say It Plainly

Giving always costs more than it saves. The tax rules help generosity go further; they never make it free. A guide who hides that is selling something, and we never hide it.

We Walk It Too

Our founder is walking the same road in real time and shares it as an example. That is why we can teach it with confidence. Reps never ask anyone to give to it.

03 · How We Serve

Guides Beside Them, Hand in Hand.

We teach and walk the process with each family: vision, sponsor, first gift, first grant. The family's own fund, under their chosen name. A free start before anything else, with no cost and no pressure.

  1. The Call

    A real conversation about where the owner wants their giving to go. The offer is made only with their permission.

    Your First Goal: Set It Directly
  2. The Free Webinar or 7-Day Seed

    For owners who are not ready to talk yet: a live look at donor-advised funds, or seven days from giving vision to a submitted fund application.

    Your Fallback
  3. Sow, Steward or Legacy

    Coaching and guidance for 90 days, a full year, or a family tradition, with all five Savant Services included.

What We Are
  • Educators and guides.
  • Paid only by the families we serve.
  • Beside them while their CPA and attorney stay in the room.
What We Are Not
  • Not a DAF sponsor. We never hold or move charitable dollars.
  • Not tax, legal or investment advisers.
  • Never asking anyone to give to us or a cause of ours.

04 · What We Offer

Lead With the Heart. Back It With Real Service.

The heart comes first: we are here to serve the family's giving, not to sell them something. The Savant Services are how that service shows up in real life. Every package from Sow upward includes all five, for the length of the package.

Serve Before You SellAsk what they want their giving to become. The services answer that, not the other way round.
Their Cause, Not OursEvery service helps their giving and their causes. Nothing points back to us.
Real Work, Done TogetherThese are things our team builds and practices with them, not a course they are left alone with.
SAVANT 01

Domain Dominion

A home on the web for what the family is building, designed and planned with them by our team.

“Your family's giving gets a real home online, and we build it with you.”

SAVANT 02

Scout Scripting

The conversations that turn a gift into a relationship, with new supporters and with the ministries they want to support.

“We help you with the conversations, so a gift becomes a relationship.”

SAVANT 03

Gracious Giving Circles

Many funds, one direction: families recommending grants to ministries they choose together, at the same time.

“You will not give alone. You will give alongside other families.”

SAVANT 04

FundRISERS

Hosting their own giving events, and finding the ones worth showing up to.

“When you are ready to gather people around a cause, we help you do it well.”

SAVANT 05

Media Mastery

On camera with confidence: scripting, presence and the right gear for every stage, from a phone to a full studio.

“If you want to share your story, we will get you confident telling it.”

Talk about what each service does with the family. Never describe it as raising money for them, and never promise an outcome.

How You Get Paid

One Flat Amount.
Paid the Same Week.

Every commission is a set dollar amount. It is the same whatever the family's fund size, so there is never a reason to push anyone into more than they need.

These are flat amounts per paid package, not typical earnings. The Rep Path is new, so KP has no rep earnings history yet.

Solo Sowers90 Days

Sow

$1,000
Per Paid Package

Ninety days of coaching while a family's giving finds its rhythm, with all five Savant Services included.

Generational Stewards12 Months

Steward

$4,000
Per Paid Package

A full year of hand-in-hand guidance. Four times the time with a family, so four times the commission.

By InvitationLegacy

Legacy

$7,777
Per Paid Package

A giving tradition handed on to the next generation, for families invited into the Legacy circle.

How a Deal Moves

From First Hello to Paid.

01

Start the Conversation

Cold call business owners or meet them in person: at their business, at local events, in your own network.

02

Book the Call

When an owner wants to talk, you book a call straight onto the founder's calendar. That is a set. Not ready yet? Invite them to the free webinar.

03

The Call Is Closed

The founder closes it, or you do once you step into closing.

The Path

Start as a Setter.
Grow Into a Closer.

Nobody is thrown in the deep end. Watch the conversation done well whenever you like, then lead it yourself.

01 Stage One

Setter

  • Cold call and meet business owners in person, and book qualified calls for the founder to close.
  • When an owner is not ready for a call, invite them to the free webinar or the 7-Day Seed as a fallback.
  • Earn $333 on Sow, $1,332 on Steward and $2,500 on Legacy for every package you set that is paid.

You are welcome to sit in on the founder's calls whenever you like.

02 Stage Two

Closer

  • Book your own calls and lead them through to a decision.
  • Close with permission and without pressure, the way KP always does.
  • Earn $1,000 on Sow, $4,000 on Steward and $7,777 on Legacy for every package you set and close.

Optional: shadow a few closing calls before leading your own.

Your First 7 Days

From Welcome Call
to Your First Dials.

A suggested first week. You set your own hours, so move at your own pace. This is simply one way to begin.

  1. 01Welcome

    Meet the Founder

    A welcome call, your rep agreement and your booking link to the founder's calendar.

  2. 02Experience It

    Start the 7-Day Seed Yourself

    Walk what an owner walks, so you can talk about it from the inside.

  3. 03Learn

    Know the Owners and the Questions

    Study the four owners, the Savant Services and the common questions on this page.

  4. 04Watch

    Sit In on a Call

    Optional. Hear a real conversation from hello to decision.

  5. 05Build

    Build Your List

    Fifty local business owners: names, businesses, the best way to reach them. Check every number against the Do-Not-Call lists KP provides.

  6. 06Go

    Dial and Walk In

    Your first cold calls, and your first in-person conversations at local businesses or an owners' event.

  7. 07Review

    Look Back Together

    Share what you heard with the founder, sharpen your opening, and plan week two.

  8. ∞Keep Going

    Week Two and Beyond

    Keep dialing and walking in. Step into closing whenever you are ready.

    Start Your First Week →

A suggestion, not a schedule: every day here is optional. Results vary, and no number of calls or sets is promised.

How We Sell

Honest Conversations.
No Pressure.

What You Do

  • Offer KP's guidance packages for setting up and using a donor-advised fund.
  • Listen first, and ask permission before you make an offer.
  • Let a family say "not yet" and mean it.
  • Use KP's approved disclosures and package facts.
  • Dial by hand. Check every number against the Do-Not-Call lists KP provides, call only between 8am and 9pm in the owner's local time (or stricter where state law requires), and report every request to stop to KP.
  • Open every call with your name, Kingdom Portfolios, and that you are calling about our giving guidance.

What You Never Do

  • Sell or mention investments, trading or anything about returns.
  • Talk about investing in Kingdom Portfolios itself.
  • Ask anyone for donations to a charity.
  • Name or recommend any DAF sponsor, charity or KSF, or handle donated funds.
  • Suggest paying for any KP package from donor-advised fund assets.
  • Refer anyone to any KP trading, software or capital product.
  • Give tax or legal advice. That belongs with the family's CPA and attorney.
  • Use urgency or "today only" pressure to close.
  • Use autodialers, click-to-dial software or recorded messages unless KP has approved them, or send cold texts.
  • Record a call without everyone's consent.

Common Questions

What Owners Ask.
What You Say.

You will hear these on almost every call. Use these answers, in your own voice, and never go further than they do.

The founder at a microphone with arms open, explaining
Honest Answers, Every Time.Straight From the Founder
Q1Is This Tax Advice?

“No. We are educators and guides. Your CPA and attorney give the tax and legal advice, and we bring them into the room at the moments that matter.”

Never estimate anyone's tax savings, and never say what they will owe or save.

Q2Do You Hold or Manage My Money?

“Never. Your fund sits with a sponsoring charity, and you are its donor-advisor. We never receive, hold, invest or move a charitable dollar.”

Q3Who Owns the Fund?

“The sponsor owns and controls it, and you recommend the grants. It carries the name you choose, subject to the sponsor's approval, and the causes are yours.”

Q4Will This Save Me Money?

“No. Every gift costs more than the tax it saves. The rules help generosity go further. They never make it free.”

This is the line that builds trust fastest. Say it plainly.

Q5Why Not Just Give Directly?

“You can, and that is faithful too. A donor-advised fund lets you give once in a strong year and then recommend grants to many charities on your own timeline, with your family, and with one set of records. Your CPA can tell you whether the timing matters for you.”

Q6What Does It Cost?

“The first step is a free call, with no cost and no pressure. If it is a fit, we walk through the packages together on that call.”

Prices are covered in your training, not in cold outreach. Book the call.

Q7Do I Have to Give to Your Charity?

“Never. Your fund, your name, your causes. We do not ask you to give to us or to any cause of ours.”

Q8I'm Not Ready Yet.

“That is completely fine. There is a free live webinar and a free 7-Day Seed whenever you want a closer look.”

Thank them, invite them to the fallback, and let “not yet” mean not yet.

Who Fits

You Might Be the One If…

You Pick Up the PhoneCold calls do not scare you. You would rather dial than wait for leads to come to you.
You Walk Through the DoorYou are at ease starting a real conversation face to face with an owner at their business.
You Care About GivingGenerosity matters to you, and you are glad to help others plan theirs.
You Run Your Own DayYou do not need a boss watching. You show up because you want to.
You Want to GrowYou are ready to learn closing from the founder.

Rep FAQ

Your Questions,
Answered Straight.

01Where Do My Conversations Come From?

You start them yourself: cold calls to business owners and in-person conversations at local businesses, owners' events and in your own network. Booking a direct call is the goal. When an owner is not ready, the free webinar and 7-Day Seed are your fallback.

02What Do I Get to Work With?

A booking link straight to the founder's calendar, the approved talking points and disclosures on this page, and a standing welcome to sit in on the founder's calls.

03When and How Am I Paid?

The same week, within 48 hours of a client's payment landing in KP. Reps are paid first. Commissions are flat amounts per paid package, as shown above.

04Is This a Job?

It is an independent-contractor role governed by your rep agreement. It is commission-only, with no salary or draw. You set your own hours and handle your own taxes as a 1099 contractor.

05Does It Cost Anything to Join?

No. There is nothing to buy and no fee to join.

06Do I Need Sales Experience?

No. You need to be willing to pick up the phone, walk through the door, and listen well. The rest you can learn by watching it done.

07Can I Work From Anywhere?

Only from states KP has cleared for this role. Tell us where you are when you apply and we will confirm.

“Each of you should give what you have decided in your heart to give, not reluctantly or under compulsion.”

2 Corinthians 9:7 · Why We Never Pressure

Apply

Tell Us a Little About You.

We reply to every application personally.

The fine print. This is an independent, commission-only sales role, not employment and not an internship. There is no salary, draw or guaranteed income. Commissions are paid only on packages a client has paid for, and are sent the same week, within 48 hours of the client's payment landing in KP. What any rep earns depends entirely on their own work. The figures above are flat commission amounts per paid package, not a forecast of earnings.

Kingdom Portfolios provides education and process guidance for donor-advised funds. It does not give tax, legal or investment advice, and reps must not either. Full terms are set out in the rep agreement.

© 2026 Kingdom Portfolios LLChello@kingdomportfolios.com