Estate Planning Resources
PLANNED GIVING PARTNERS
Calvary Church and Calvary Christian School have partnered with Biola University and The Orchard Foundation to provide educational programs to our congregation and families around the topics of planned giving. The following offerings are available through our current Estate Planning Seminar series.
Biola University
Biola University’s Planned Giving Department and Calvary Church/Calvary Christian School have partnered together to offer Calvary families no cost access to qualified planned giving advisors. The goal is to allow our people to be introduced and take advantage of giving options available that can meet family needs, advance God’s Kingdom and increase tax efficiencies.
The Orchard Foundation
TOF is a fiduciary ministry offering a wide range of gift planning tools including Charitable Gift Annuities to individuals, families, and ministry organizations who desire to make the most of their God-given resources to meet personal, family, and charitable objectives.
PLANNED GIVING TOOLS
FREE: My Legacy Planner
Complete the My Legacy Planner online and receive a private and personalized assessment of your current assets. My Legacy Planner is a confidential questionnaire that when completed allows you to review options related to your estate plan.
My Legacy Planner will not only allow you to evaluate your current will but also provide you with a thoughtful framework as you prepare for your optional, no-obligation, no cost session with a Biola planned giving advisor. A Planned Giving document will be prepared to be used by your attorney or financial planner to implement your giving plan.
Of course, you may also take the My Legacy Planner report directly to your attorney and/or financial planner. My Legacy Planner is designed for individuals with estates of less than $5 million.