Let's make sure your capital is too.
For Stewards of Faith-Driven Foundations & Nonprofits
Your mission is clear.
You carry a real responsibility. The assets entrusted to your foundation exist to fuel a mission, not just to grow. The question many stewards are now asking is simple. Does our investment portfolio reflect the same values we promote through our grants?
We help foundations think clearly about aligning their capital with their calling, so every dollar can serve the work it was meant to support.
- Investments aligned with your mission.
- Strong, confident stewardship.
- Sustainable growth for decades to come.
- Impact that can be measured, not just hoped for.
This is what becomes possible when your capital and your mission point the same direction.
You are stewarding more than money. You are stewarding governance, succession, and continuity. You want healthy alignment among stakeholders, leaders prepared to carry the mission forward, and confidence that this work will outlive the people doing it today. That is a lot to hold without a trusted guide.
These are not signs of failure. They are signs that your foundation is ready for a guide who understands both institutional investing and faithful stewardship.
Far fewer watch their portfolios with the same conviction.
The Gap Most Stewards Eventually Notice
Over time, a gap appears.
What you fund through grants and what you own through investments stop telling the same story.
The capital meant to advance your mission may be quietly working against it. As a steward, you sense the weight of getting this right for the people who come after you.
You have limited visibility into what your portfolio actually holds. Faith-aligned options are hard to evaluate. There is a lingering worry that values-based investing means giving up performance. And fiduciary responsibility sits heavily, especially when board members hold differing priorities.
Most foundations watch their grants closely.
As your consultants and guides, we help you see what your capital is doing, clarify where it needs to align with your mission, and chart a strategy your board can move forward with confidence.
What's Included
You may be a founder, a spouse, an adult child, a trustee, a board chair, a family office executive, a foundation president, or a nonprofit leader.
Whatever your title, you share one mindset. God has entrusted you with significant resources, and you want to steward them faithfully.
- Family foundations sitting at the intersection of faith, giving, investing, and legacy
- Private foundations seeking stronger alignment between portfolio and purpose
- Faith-based nonprofits managing endowments, reserves, or long-term funds
- Family offices overseeing multiple entities, trusts, and charitable assets
- Boards and investment committees wanting clarity around fiduciary stewardship
- Stewards concerned that mission could drift across generations
- Leaders who want their capital advancing values while it waits to be deployed
Who this is for
Integrated solutions to help your organization steward resources, strengthen your people, advance your mission, and secure a lasting legacy.
Our 4 Quadrants of Services
1. Faith & Investing
Steward capital with wisdom and alignment.
Customized investment strategies and ongoing oversight to grow and preserve your resources.
Investment Management & Portfolio Optimization
Establish clear governance for what, who, how, and why investment decisions are made.
Investment policy statement development
Ensure your investments reflect your values, beliefs, and mission.
Faith Alignment Portfolio Screening
2. Organizational Legacy & Relationships
Build a strong foundation of purpose, people, and governance.
Clarify your organization's purpose, vision, and mission to guide decisions and inspire lasting impact.
Values, Vision, & Mission Development
Optimize governance structures, roles, and accountability to support healthy, effective leadership.
Governance & Leadership Alignment
Strengthen culture, communication, trust, and collaboration across your organization.
Internal Relational Health
3. Philanthropy & Impact
Focus giving. Deepen impact. Multiply change.
Develop an impact plan, align resources with priority areas, and measure results.
Impact / philanthropic consulting
Strategic financial planning to manage spending, grants, investments, and long-term capital needs with confidence.
Financial Planning for Foundations & Non-Profits
4. Legacy & Succession
Plan today. Protect tomorrow. Ensure continuity.
Prepare for leadership transitions and unexpected events with clear plans and confidence.
Succession Planning / Contingency Planning
Protect your mission, preserve your story, and ensure continuity for generations to come.
Organizational Legacy & Continuity Planning
Working across all four quadrants, we partner with organizations to align resources, strengthen leadership, and create enduring impact.
Integrated. Purpose-Driven. Impact-Focused.
Steve & Donna Severn
"This workshop's timing and information were perfect. It was well designed, with an easy to follow workbook and a very engaged, informative leader in Kyle Bochat."
Building a family legacy had not been top of mind, to be honest. But with this being the year to update our family will into a trust, this workshop's timing and information were perfect. It was well designed, with an easy to follow workbook and a very engaged, informative leader in Kyle Bochat. This made the experience uplifting and valuable for both me and my wife. The tools and training are now in place to openly communicate our vision and mission with our adult children and their kids moving forward. We highly recommend working with Kyle Bochat to build success for future generations.
Bryan & Bethany Scott
"We walked away encouraged, equipped, and motivated."
We are so grateful for the time we spent with Kyle Bochat. The experience was meaningful and eye-opening, and it gave us clarity around the work we still need to do to intentionally prepare our family for the future, especially in leaving a legacy rooted in a strong faith in God. Kyle was exceptionally organized, prepared, and thoughtful. What stood out most was how well he listened. He helped us articulate our values, vision, and mission, and challenged us in the best way to live them out daily. We walked away encouraged, equipped, and motivated.
Scott Ritzheimer
"It was simple, fun, and inviting. Even more, it was clarifying, inspiring, and thought-provoking."
Hilde Marie and I have read a number of family books and attended workshops, but none of those moved us as far downfield as a family in less than 24 hours than Kyle's Rich Family workshop. It was simple, fun, and inviting. Even more, it was clarifying, inspiring, and thought-provoking. I still wake up with questions on my mind and dreams in my heart that started in that room. I'm so glad we took the time to do it now, while our kids are still home and we can train them into God's vision for our family.
Stewards We Have Walked Alongside
Four Areas. One Faithful Strategy.
Faith & Investing
01 /
Organizational Health & Leadership
02 /
Philanthropy & Impact
03 /
Legacy & Continuity
04 /
Two Simple Ways to Begin
Discovery Consult
Book a Discovery Consult
Q&A Discovery Call
Book a Discovery Call
Guides who understand both institutional investing and faithful stewardship.
Who You Work With
Book a Discovery Call to meet the team
Brock Boleman guides organizations at Rich Legacy, bringing a rare blend of global leadership and finance training to faith-driven foundations.
He spent nearly a decade leading international mission and development work, serving as Executive Director and Chief Operating Officer across Indonesia, East Africa, and the Caribbean, where he oversaw teams and managed global finance and donor partnerships.
He holds an MBA in Finance and Alternative Investments from Emory's Goizueta Business School. He lives in Gainesville with his wife, Addy, and their two sons.
Kyle Bochat founded Rich Legacy to help faith-driven stewards align their resources with clarity, peace, and eternal purpose.
After more than a decade in wealth management, he rebuilt his work from the ground up to align fully with biblical stewardship and Kingdom impact
He is trained in faith-aligned investing through Eventide's Center for Faith and Investing and in multi-generational legacy planning for family offices and foundations. He lives in Northeast Georgia with his wife, Erin, and their family.
A few questions stewards often ask before we begin.
We are consultants and guides. We help you clarify your mission, understand your options, and chart a clear strategy. Your team makes the decisions, and we help you make them with confidence.
What does your role look like, exactly?
The Discovery Call is designed to answer exactly that. It costs nothing but time, and your team will leave with more clarity whether or not we work together.
How do we know if we are a good fit?
Most managers focus on returns alone. We help you see the whole picture: faith-aligned investing, governance, impact, and continuity, guided together so the pieces support one mission.
How is this different from a traditional investment manager?
Yes. Part of our work is helping build alignment among stakeholders and bringing clarity to decisions, so your board can move forward with shared understanding rather than tension.
Our board members have differing priorities. Can you help with that?
This is one of the most common concerns we hear. We help you think about alignment and performance together, with sound fiduciary care and a long-term view.
Will mission-aligned investing sacrifice performance?
No. We come alongside you as guides. Many organizations keep their existing relationships and bring us in to help them see the whole picture and make aligned decisions.
Do we have to change managers to work with you?
Stewarding personal and family wealth too? See how we guide families in aligning faith, family, giving, and legacy.
For Families
Explore the four areas we work across and the specific ways we help foundations steward well.
Our Services
Learn the story behind our work and the convictions that shape how we guide stewards.
About RL
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About us
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Listen to RICH by Kyle Bochat – a private podcast for those who sense there’s more to wealth than what traditional culture and finance have offered.
