Home Equity Legacy Plan
Consultations & Appointments

360.597.4314

CHARITABLE GIVING

Our organization provides a turnkey process to encourage and enable your donors to make major cash gifts.  We will provide you with the format and proven informational materials to educate your potential donors.  We have created "The New Life Estate Plan" that eliminates costly management expenses.  There are no monthly payments to individuals, maintenance costs for repairs or taxes and insurance payments.  For non-profit charitable organizations, we provide a proprietary program.  What does "Home Equity Legacy Plan" break down to:

Home - House & Condominium.
Equity - Market value less mortgage obligations.
Legacy - Long lasting gift to a favorite charity.
Plan - Providing loved ones and beneficiaries with a tax free gift.

Home Equity Legacy Plan is a nationally recognized financial consulting firm specializing in Reverse Mortgage and related products for charitable organizations to utilize with their donor base in enhancing legacy gifts.