We Make House Calls!

Whether you have a specific idea or want to explore a variety of legacy options, one of our staff will meet with you (and others you wish to include) with no obligation or costs to you. We keep everything confidential, of course. In addition, we have helped hundreds of patrons develop a satisfying plan that includes all of their favorite charities.

If you prefer chatting with someone about legacy ideas for you and your family, feel free to call us or arrange an appointment to visit?at your home, office or on campus. Some of our planned gift donors prefer to look at web page information while conversing with us at the same time. To arrange a visit, call Karen Davis Kilgore at 830-370-6059.