We partner with schools, universities, ministries, and other nonprofits to unlock and maximize the benefits of charitable estate planning, non-cash giving, donor advised funds, and charitable trusts. Our services enhance support for our clients’ charitable missions without the need to hire a full-time planned giving professional.

Our team comprises estate planning and development experts with over 40 years of combined experience. Our goal is to enhance your organization’s ability to serve donors by guiding them through the estate planning, planned giving, and complex gift process, in order to increase both deferred and current giving to your mission.

Charitable Legacy Partners

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