The Legacy Planner

Building legacies and programs that benefit the community and ministries

See What Others Have Said

"I am pleased to have the opportunity to endorse the CRA estate planning seminars. The expertise, professionalism, and concern for ministering to people displayed were key to making the seminars successful and effective. It is very encouraging to know that 80+ attended, 24 requested and received personal counseling appointments, and over $700,000 was committed to ministry and charity. This is stewardship in action!"

- J.R.W. - Church Business Administrator

"We have used the ministry of CRA numerous times in our assembly with wonderful results. Our people were instructed in stewardship, estate planning, and the necessity of personal wills. The ministry was indeed a ministry, a service to our people done in a gentle and gracious way. We highly recommend this service to others. Thanks for your help."

- R.L.K. - Senior Pastor

"We always look forward to having you at our church. Your seminars are very informative and we look forward to your fellowship."

- F.F. - Pastor of Education

"I don't know which words describe Terry best: Sincere, hard-working or everywhere. He's all three! Terry truly believes in what he does and you can always find him working hard at it. I have worked with Terry on several occasions and have always found him to be professional, earnest and dedicated. You could ask for nothing less. I look forward to working with Terry again soon. I can give no greater endorsement than that!"

 - Wayne Olson, Director of Planned Giving at University of the South, Author, Writer

"Terry Balko is an extraordinarily capable and conscientious philanthropic consultant for churches and mission organizations of all sizes. No one I know can match his experience or success in this area of planned giving over the past 30 years.  At Charitable Resource Associates, Terry applies his expertise to help groups take advantage of opportunities presented by legacy giving. Dedicated and faithful donors want the work to which they are committed to continue long after they have departed from this life. Terry provides everything needed to enable churches and missions to benefit from their members' generosity for generations to come.

Terry has a servant's heart and a passion for what he does. I admire him greatly, and he is a pleasure to work with."

- Chris Gabriel, Vice President at Merrill Lynch Wealth Management

"Terry presented at our March Planned Giving meeting. He spoke to us about increasing planned gifts through internet marketing. His talk was very informative, thought provoking and I had took away a number of ideas from his presentation."

- Kris Lidinsky, CFRE, Senior Philanthropy Officer at The Scripps Research Institute - Florida campus

"Terry has the proven ability to develop trusting, lasting relationships with a diverse clientele. He can convey technical, complex information in an understandable, accessible format and seeks to achieve win-win results for organizations and individuals alike."

- Shelley Strickland, Vice President for Development & Donor Services at Ann Arbor Area Community Foundation