Develop a Legacy Plan

How do you want to be remembered? What would you like your heirs and executors to know and do when facilitating gifts, scholarships, or bequests you would like to make?

When did you last review your estate and/or legacy plan to determine whether your charitable priorities today are the same as when you first created the document? Do the issue areas in the estate plan still reflect what you care about today?

Are the named recipients of charitable gifts still aligned with the scheduled gifts? When was the last time you did due diligence on the organization?

Do your heirs and executors have the needed information to follow through on your charitable wishes?

Here’s how we can be of help

The value to you

Simply put, we can ensure that your lifetime values are reflected in your giving and effectively steward your charitable legacy.

Ready for a conversation?

Let us know how we can help you.