Legacy Estate & Gift Design Services
In partnership with Lifestyle Giving, Inc., we offer you a variety of services entirely without cost or obligation. Among these highly beneficial services are:
- How to Maximize Year-End Giving 2009
- Guide to Planning Your Estate and the companion Confidential Estate Inventory
- Quarterly Lifestyle Giving Newsletters
- 1st Quarter includes:
- Finding God's Plan of Stewardship for Your Estate
- Ten Point Estate Planning Checklist
- Reviewing your Estate Plan
- 1st Quarter includes:
- Many Topical Planning Reports
- Regular Educational Workshops - contact Roger Clark Email or 334-0206
- Individual Estate and Gift Design Consultation - contact Roger Clark Email or 334-0206
- The Personalized Estate Design Memorandum (sample)
- Personalized Gift Design Illustrations - contact Roger Clark Email or 334-0206
- Quarterly Professional Advisor’s Newsletter “Charitable Case In Point"