Janice Owen Miller was born and raised in Malakoff. Three months after she was born, her father …

Source: www.tylerpaper.com

This the story of a TRUE legacy gift – – – Mrs. Miller used some simple gift tools to plan her gifts.  Her plans have made it possible to fill the “gap” in philanthropy to the charities she supported during her lifetime.  

But even more significant is that she set things up in such a way that NEW charitable endeavors are being funded that are in alignment with her values.

This type of significant impact doesn’t happen by accident.  It takes thoughtful, purposeful planning.  And it takes a team of people who really care about the client / donor  – – looking at her more than just a prospect with “capacity”.  Taking time to learn what is important, what values she held dear, and assisting her in discerning what she wanted her wealth to do that would outlive her.