“For it is in giving that we receive.” - St. Francis of Assisi
“Giving of any kind... taking an action... begins the process of change, and moves us to remember that we are part of a much greater universe. ”
- Mbali Creazzo
Todd R. Ewing
Monday, 03 February 2014 17:47
Planned Giving Gets Noticed
I have been involved ever since with regular updates and conversations providing general direction decisions and providing insight as to program development.
President of Balance Bar sold to Kraft Food
Santa Barbara, California
Our Critical Acclaim
"Thank you for the opportunity to review and comment on your Legacy Life Giving program offered to nonprofit organizations for their important charitable giving programs. The choice of both carrier and policy types with their guarantees will provide security to the organizations that the benefits will be paid as promised. Also, the use of a single pay, or paid over a 5 year period will protect the organization from having to pay the premiums on their received charitable gift."
Dick Bell, CLU, ChFC, CFP, MSFS, REBC, RHU Board of Trustees – Society of Financial Service Professionals