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We help you leverage your philanthropy strategically. When ready, we help you sell tax free.
We help you really succeed with your vision of living generously.
We help people give more to the organizations they love!
We provide expertise and creativity when you need it for legacy and charitable tax planning.
We help people and organizations develop philanthropic vision, convert tax dollars to personal and philanthropic wealth, increase impact and create enduring legacies.
Become missional with philanthropy. Sell tax free.
Build tax-free wealth and live the legacy you want to leave.
Increase donor motivation, vision, and giving.
Helping you guide your clients through legacy and charitable tax planning
"We believe that everyone can…do more than they thought they could do, give more than they thought they could give and be more than they thought they could be."
Legacy planning is not the same as estate planning or philanthropy. Estate planning focuses on...
History. When you think about your life, what are some of your defining moments? ...
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