Estate Planning with Purpose

How Legacy Can Fuel Mission and Education

We don’t outlive our death—but we do outlive ourselves through the legacy we leave behind.

Living beyond three score and ten is a blessing. Yet no matter how long we live, what endures is not our lifespan but our legacy.

That legacy includes money and property, yes—but also the reputation we carry for how we treasured our family, friends, and colleagues. Were we generous? Were we faithful? Did we steward what was entrusted to us with care?

For property and money, there are the usual paths of wills and bequests. But there are also more purposeful options. Donor advised funds (DAFs), for example, can be designated to receive the residual of your investment accounts once you pass on, with instructions to support nonprofits and charities. These funds simplify the work of executors while ensuring that your resources continue to fuel mission and education long after you’re gone.

Estate planning, then, is not just about dividing assets. It is about shaping the future—building worlds of opportunity, service, and learning through the choices we make today.

How are you thinking about legacy—not only in terms of wealth, but in terms of mission and education?