Welcome to Spring Arbor University Foundation's Legacy Coaching Website
Thank you for your interest in Spring Arbor University. The University's Foundation is here to serve you and your family by providing up-to-date charitable gift and estate planning information. We have developed a special Legacy Coaching program to help you develop your own Legacy Game Plan, that will perpetuate the values that are most important to you through the integration of family, financial and philanthropic goals.
Our Legacy Coach is an experienced professional who can guide and encourage you through the process of designing your own legacy, like a professional trainer who helps design an individual fitness plan.
We invite you to use the links provided on our website to learn more about how we can provide the coaching needed to assist you in reaching your overall gift and estate planning goals.
Thank you for taking the time to explore the benefits of our complimentary Legacy Coaching services.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Weekly Article
Create a Memory for Your Loved One Labor Day was instituted to commemorate America's hard working labor force and was scheduled at the end of summer. It was the last big weekend before returning to a five-day work week. More ...
What are the benefits of "Legacy Coaching" to you and Spring Arbor University?
There are several types of strategies described throughout this site that will contribute to the success of your Legacy Game Plan. Many of these have wonderful benefits for you, as well as Spring Arbor University. Alumni and friends have used these to increase their income through life-income arrangements while enjoying generous tax savings. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Tax-Free Sale Gene and Carol Black were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. More on Tax-Free Sale >>.
Double My CD Return Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
Sale and Unitrust Gene and Carol Black purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.