“What the Legatum team is doing to help parishes is a gamechanger. Their comprehensive, thoughtful, and systematic approach to estate planning education and services are what parishes need today. They are educating the entire parish community and helping families that request an estate plan. I have not seen anyone else do what they are doing to help parishes meet their long-term financial needs, increase stewardship, and provide an invaluable and affordable service to parishioners.”
— Dan Rodgers, Parish Council President, St. Steven Catholic Church
“Our parish received just two small estate gifts in the past five years; and we had no idea we were getting them. By partnering with Legatum Planning, we are now educating our entire parish about estate planning for their family, and I know who is leaving gifts to the parish. We are helping create a deeper connection for our parishioners to our parish, their faith, and most importantly, our God.”
— Jane McDonald, Development Director St. Francis Catholic Church and School
