The Legacy Planner

Building legacies and programs that benefit the community and ministries

About Us


TBalko2015Terry Balko
Founder and Director                                             
Charitable Resource Associates, LLC

Offices in Estero (Ft. Meyers), FL and Marietta (Atlanta), GA
Email me or Phone:  404-229-1645

Charitable Resource Associates, LLC (CRA) provides time-tested products and services to equip you and your organization to maximize your efforts to acquire major planned gifts and transformational current gifts. Our Gateway System has typically enabled donors to give much larger gifts than they thought possible. It empowers your donors, board members, congregation and other members to make the type of current and future legacy gifts that can make an impact now and for generations to come.

Terry has been helping charities and individuals in the areas of gift planning and charitable estate planning for over 25 years. His goal is to see individuals maximize their charitable giving and provide for their families through an up-to-date will and charitable estate plan. He has served as a stewardship representative for an international mission organization, as director of charitable estate planning for a private Christian liberal arts college, as director of gift planning for two state universities and director of gift planning at a national service organization. During this time, Terry has presented over 250 charitable estate planning seminars to churches, schools and other charities. 

He has served as a consultant and Sr. Vice President-Internet Marketing, with Crescendo Interactive, Inc., where he consulted and advised charities throughout the United States.  He works with churches, charities and their members by providing gift planning counsel and marketing tools for transformational current and future gifts, with an emphasis on lead generation, current transformational gifts and signed will bequests.

Terry is a past President of the Georgia Planned Giving Council, past chair of Leave A Legacy Georgia and currently volunteers his time helping various charities and ministries.

CRA’s program emphasizes the implementation of charitable estate plans and maximizing a donor’s giving potential.  Our national attorney network provides high quality wills and other legal documents at a reasonable cost that anyone can afford. Our highly successful Wills Bequest Campaign has resulted in over 3,000 families completing their wills and estate documents.  A unique feature of our program is that 98% of the families Terry has counseled actually have completed and signed their wills and estate documents, with over 70% including a bequest or other type of major current or future planned gift to their church and favorite charities through their charitable estate plan.  Terry has the experience and unique expertise that is required to successfully implement this type of program.

This perspective can only be gained as a result of years invested in creating, developing and implementing the program.

I would be happy to discuss how our program can benefit you or your organization.