My Legacy Planner

Experts say that 70% of Americans do not have a will or estate plan.

This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor.
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Our desire is to see lives transformed by the love of God. To accomplish this, and at the core of everything we do, is a 5 to 7 year discipleship process where we partner with local churches and national leaders around the world.

Donor Advised Funds and Other Gifts of Assets

Other gifts of assets, such as stocks, real estate, CDs, etc can be beneificial to you and your charity.

Charitable Gift Annuities

A charitable gift annuity (CGA) is a simple arrangement which provides financial benefits to individuals (donors) and charitable organizations.

What is Planned Giving?

Watch Greg Ring & Ben Foley, Executive Vice President at Serve Now discuss the opportunities and options for ServeNow.
Create Your Legacy Plan Now My Account ServeNow Donor Advised Funds and Other Gifts of Assets Charitable Gift Annuities