Estate Coaching Services

Creating Legacies One Family at a Time

Estate Coaching for Organizations

Estate Planning for Individuals

The SFC Estate Coaching Mission:

Creating lasting financial resources for Non-Profit organizations by Educating their Donors about Charitable opportunities and options within their Estate Plan.

SFC Estate Coaching Core Values:

Honesty – Confidentiality – Empathy – Integrity – Encouragement

The Truth: Your money will only go to one of these three places after you die:

To the People You Care About
To the Causes You Care About
To the Government

The Problem: Most people in the United States do not have a current will. Even though many love to help people and organizations they care about while alive, it is left to chance where the money will go after they die. Setting up a will ensures their legacy gifts go to the right places…to the people and organizations they care about. What greater gift can you give the faithful supporters of your organization than to help them ensure their legacy goes toward what they were passionate about while alive?

Yet, having a will is more than just about ensuring a legacy past down to the next generation. With a will, a family can focus more on healing after losing a loved one rather than worrying about who gets what…a will can be one of the most loving things you can do for a family. We work with organizations to help people they are connected with to safely ensure their legacy gifts go where they want them to go.