Leave a Legacy of Significance

Leave a legacy and make a difference in your church, a college, or a ministry by giving highly appreciated stock or your qualified charitable distribution, or start a Donor Advised Fund, Charitable Remainder Trust, or Gift Annuity. With The Life Financial Group’s holistic stewardship approach, an experienced advisor will work with you and your family to develop a charitable plan which honors your desire to give back to ministry while providing for your loved-ones and reducing tax liabilities. Through charitable planning, individuals are able to donate financial resources to what’s most important to them by using strategic giving tools to maximize their impact today and in the future.


“Remember this: Whoever sows sparingly will also reap sparingly, and whoever sows generously will also reap generously. Each of you should give what you have decided in your heart to give, not reluctantly or under compulsion, for God loves a cheerful giver.”


Request Your Charitable Planning Meeting

At The Life Financial Group, we are passionate about helping individuals leave a legacy of significance and make a difference. Please complete the following form and a financial professional will contact you to schedule your meeting.