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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
Attorney at Law
(Parent of Evan '03)

David Askew '01, ChFC, CLU, CFP
Financial Advisor
Mercer Global Advisors

Gary Belz '71, CPA
Tax Partner
White Nelson Diehl Evans, LLP

Kelly Boulger '73
First Team Real Estate

Jim Kirby ’63 CFP, CPA/PFS, CFS

David Lien
Financial Advisor
Tax & Financial Group
Father of Jon '18

Charlie Motsko
Retired Principal of Servite

Steve Beaird
VP of Advancement
Servite High School

Randall Adams
President
Servite High School