Cru Foundation offers Cru partners individualized services to build personal strategies for stewardship. We help you go beyond tools, techniques and taxation by looking at your life’s work through the lens of God’s ownership.

But don’t just take our word for it … 

Hear testimony from Tim and Kathy Bush, a ministry partner couple that had been searching and trying to figure out their plans for several years before journeying with Cru Foundation. Now they feel a sense of peace and that a burden has been lifted off their shoulders.

Cru Foundation Estate Design Service offers …

➢ Faith-based, Values-aligned Specialists — Cru Foundation’s experienced estate design specialists are aligned with your Christian values and have a heart for the ministries and missionaries you love.

➢ A Steward’s Perspective — Cru Foundation offers estate design through the lens of God’s ownership. We believe that people are more important than money and that family relationships should flourish as a result of your planning.

➢ Confidential, No Obligation Services — Cru Foundation is here to serve. That means no fees, no commissions, no products and no solicitation. And your personal information is always confidential and secure.

And the benefits for you and your family include …

• Meeting personal and family financial goals and safeguarding relationships.
• Reducing or eliminating taxes.
• Effectively transferring the right assets to the right people and organizations.
• Maximizing tax-advantaged giving to the kingdom.
• Accelerating the fulfillment of the Great Commission!

Achieve your goals with concrete strategies that consider the relational, tax, and legal outcomes in user-friendly language and helpful illustrations. You will walk away with clear steps for implementation to —

• Create the framework—a “Blueprint”—for a new will or trust.
• Update your current will or trust to reflect changes in law, relationships and assets.
• Provide a second professional opinion on your current estate plans and affirm the supporting documents are in place to meet your goals.

Get Started Today!

1. Evaluate — The process begins with a preliminary call with a Gift & Estate Design Specialist to help us understand your needs, wishes and current situation.
2. Discover — View our Basic Estate Planning Guide, download and complete the Confidential Estate Inventory (approximate figures are adequate for this purpose), and then return the completed form to our team. If you have questions, please email us at info@crufoundation.org or call us 800-449-5454.
3. Influence — Together with a Gift and Estate Design Specialist, you craft an estate design to unlock the hidden value in your estate to provide for your family, minimize taxes and share the gospel—now and into the future.

Our Estate Design Service does not create or review legal documents, like your will, trust or power of attorney. We do not replace the role of your attorney or CPA. Instead, we help you create a user-friendly blueprint that makes you “attorney-ready,” saves you money and keeps you in control of the conversation. You’ll receive a professional document with helpful charts that make the complicated easy to understand. 

The families who benefit the most from our service are those who have one or more of the following characteristics:

1. Have a strong desire to give to the kingdom

2. Have non-cash assets that may be available for giving

3. Have retirement assets

4. Own a business

5. Have the time and commitment to implement their plans

Contact us today for a free, no-obligation conversation!

info@crufoundation.org

800-449-5454
 

Cru Foundation provides information and assistance related to estate design and gift planning. Our goal is to provide practical information and personalized analysis from a Christian perspective.  Communications with our staff are not intended as, nor should they be construed to be, legal or tax advice and are offered for educational purposes only. Please seek legal and/or tax advice from your professional advisors prior to making any planned gift. We operate within the standards of business as an accredited member organization of the ECFA.