Core Services

  • Custom designed website for Major & Planned gifts
  • Develop gift acceptance policy
  • Create a ‘legacy society’
  • Install Donor Database system

Legacy Life Wealth Replacement

  • Allows donor to make a current gift of appreciated securities, or, dollars in CD’s earning low interest rates
  • Donor receives a tax deduction for their generous gift
  • The gifted amount is replaced by a life insurance policy naming your family as the beneficiaries using the tax savings to help pay the premium

Receive a free custom brochure for your organization

Sample Brochures that tell the story:
symphony-tri symphony-lg