“Honoring Legacies of Faith, One Life at a Time”


Our Vision and Mission:

As of July 1, 2021, as an autonomous self-supported entity in accordance with industry best practice, our continued vision and mission is to champion for, and serve as a guide to, estate and legacy plans that expressly articulate God’s faithfulness in a life – and through their strategic charitable design foster faith and obedience from those who would follow God in their lifetime!

Our Distinctives:

  • Professionally arrived at solutions, drawing upon more than 100 years of experience at making the most of what can be used for legacy purposes, honoring what is in your heart for family and favored ministry benefit and perpetuation.
  • Creative strategies that transform any given family’s goals into a compelling reality – action plans that first serves them, and then enables others to achieve!
  • Comprehensive, trustworthy, and vigilant support of the highest integrity, that grants peace of mind and ongoing, lifelong assistance and support.


Homecoming 2023 - Advantages to a Charitable Remainder Unitrust

In this edition of our Legacy Moments newsletters, we’re going to take a little more focused turn on a specific vehicle that can be deployed to your legacy planning aims. In our upcoming Homecoming celebration on October 5th, we’ll be hosting a time of information and interaction around this strategic tool – including some time we have arranged with a couple who have entered into one of these very straightforward agreements, for the utility they saw in it for themselves, in just this very way.

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In Fiscal Year 22/23

$1.2 million to be awarded to students in FY 22/23 (Fall, 2022)

$35 million  assets under our stewardship