Peace of Mind. Piece of the Pie.

Partnering with us allows your community of members to find rest when they finally finish their estate plan. And when they say "thanks" to you for providing this service, 96% will do so with a generous heart.

 

We all know the best time to plant a tree was 20 years ago. Of course, the second best time is now.

In the next 10 years, $9 trillion of household wealth and assets are expected to transfer from the Builders to Baby Boomers to Gen-X and Millennial Americans.* 

 

Looking further out, in the next 25 years, 45 million U.S. households will pass $68 trillion to charities and their children, the biggest generational wealth transfer ever.**

As a simple stewardship question—is your ministry participating in this transfer of wealth?

*Chronicle of Philanthropy report, April 17, 2018.
**Cerulli Associates report, 2018.

CONTACT US

2010 Main Street | Suite 100 | Irvine, CA  92614

800.871.4901     

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