One of our goals and objectives is to assist individuals in developing their personal lifestyles of giving and becoming more effective in those lifestyles.
Our staff is skilled in assisting individuals, like you, as you seek answers to the above questions, and explore the alternatives. Then we will present a detailed proposal on how one or more of these charitable concepts will fit into your giving lifestyle.
Below are helpful resources we have prepared for you as well as a sampling of free services we offer.
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Print Materials
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We have prepared a special Guide to Planning Your Estate that will be of value to you as you review your estate plan, to make sure it is up-to-date and will carry out your current distribution desires.
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This inventory is designed to help you gather data on your estate to furnish to professional counsel, who will be responsible for designing and helping you implement your plan. This is all information that you can gather in the privacy of your own home. And by doing so, you will conserve valuable time and reduce the cost of professional counsel.
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Estate and Gift Design Seminars
Estate and Gift Design Seminars aim to train and educate our partners to maximize their benefits in charitable giving.
Please contact us to learn more about these free services and to learn about additional services we provide.
This information is of a general nature only, and should not be interpreted as legal advice. Lifestyle Giving, Inc., 2006 - 2010.
