• Non-Profit Organizations

    We help people give more to the organizations they love!
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  • Entrepeneurs & Businesses

    We help you leverage your philanthropy strategically. When ready, we help you sell tax free.
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  • Individuals & Families

    We help you really succeed with your vision of living generously.
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  • Financial, Tax & Legal Professionals

    We provide expertise and creativity when you need it for legacy and charitable tax planning.
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Expanding Opportunities for Living Generously and Building Tax Free Wealth.

We help people and organizations develop philanthropic vision, convert tax dollars to personal and philanthropic wealth, increase impact and create enduring legacies.

Entrepeneurs & Businesses

Become missional with philanthropy. Sell tax free.

Individuals & Families

Build tax-free wealth and live the legacy you want to leave.

Non-Profit Organizations

Increase donor motivation, vision, and giving.

Financial, Tax & Legal Professionals

Helping you guide your clients through legacy and charitable tax planning.

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  • "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."

GENEROUS VISION QUESTIONS

What is your Generous Vision?  Questions to ask yourself.

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THE LIVING LEGACY BROCHURE

Legacy planning is not the same as estate planning or philanthropy. Estate planning focuses on...

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THE LIVING LEGACY SCOREBOARD

Do you need a Living Legacy Plan?  Score yourself.

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About Us

We help people and organizations develop a vision of possibilities in making a greater difference in the world, community and family by helping expand resources available and find ways of converting tax dollars to dollars that ultimately increase financial security and help people do the good they want to do.

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