Legacy Giving
Ways to Leave a Legacy to Servite
legacy advisory board
The Legacy Advisory Board exists to assist Servite with promotion of Legacy gifts to build the Servite Endowment and review gifts that have significant financial and tax consequences. The Legacy Board provides a continuing education service for financial/estate planning professionals and to individuals desiring assistance with estate planning.
Donald Hunsberger, Board Chair Attorney at Law (Parent of Evan '03) |
David Askew '01, ChFC, CLU, CFP Financial Advisor Mercer Global Advisors |
Donald Hunsberger, Board Chair |
David Askew '01, ChFC, CLU, CFP |
Gary Belz '71, CPA |
Kelly Boulger '73 |
Jim Kirby ’63 CFP, CPA/PFS, CFS |
David Lien |
Charlie Motsko |
Steve Beaird |
Randall Adams |