Who is
Mark B. Weaver?
Mark educates and motivates individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what’s possible, affirm what they care about, and confidently plan to make a significant impact on the people, causes, and organizations they care about most.
Mark B. Weaver is a Certified Financial Planner® with 35 years in the financial services business with the same company. Mark has become a specialist in charitable giving and estate planning. Mark is a gifted and passionate speaker who speaks on both leadership, charitable giving and planned giving to community foundations, churches and colleges.
If you are interested in having Mark speak to your organization request here.
Heritage Design
Heritage Design prepares your heirs emotionally and spiritually to receive their inheritance by facilitating the passing of your values before your valuables. It shapes and guides the decisions people make regarding their financial and estate planning. Heritage design can be as simple as creating special family traditions that foster communication between family members, to the establishment of multi-generational family governance structures. The Heritage process can help you build your family’s legacy through better communication, building trust, and mentoring.
Published
Resources
Mark has spent years compiling helpful resources that are aimed at both encouragements for meaningful and impactful living as well as helping others pass on their legacy to future generations. Most of these resources are made available free to the public via Mark's Blog. Future endeavors will include books that include issues surrounding faith-based living and engaging our Creator in a more personal and intimate. way. Spiritual encouragement is Mark's most passionate playground. Sign up here for updates on these resources
Transformational
Generosity
Transformational generosity is generosity that transforms both the giver and the receiver. Mark educates and motivates individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what’s possible, affirm what they care about, and confidently plan to make a significant impact on the people, causes, and organizations they care about most. Mark works to insure your voice and values stay attached to your expression of generosity. Many see it as giving with deeper purpose.
Planned Giving 101
What, When, and How?
Join an in-depth discussion with Mark Weaver about creative ways to grow your financial nest egg and be more generous to the organizations you support.
The Nature of Giving
An in-depth discussion about the nature of giving.
The Power of Giving
Discover the power of giving.
Engaging in Giving
Explore how to engage in giving.
Impact of Giving
How to find impact in your giving.
TESTIMONIALS
Community Foundation
of West Kentucky
Tony Watkins, CEO
If you are seeking an entertaining, yet knowledgeable planned-giving teacher and mentor look no further than Mark Weaver. Mark is a person who has lived his profession as a Certified Financial Planner but fulfilled his passion as a true philanthropist as well. Your group will be greatly enriched by meeting and learning from his years of experience and personal journey. I can not recommend anyone more highly than Mark Weaver."
Learn more about CFWK
Bill and Peggy Fidler
Bill and Peggy have been inspirations in the community for decades and currently, they are the vision behind "Healing Reins", an outreach offering therapeutic encounters with horses."Mark’s guidance through the Heritage process has helped Peggy and I understand that our legacy is far more about the history and values that we leave behind than just our treasure. "Charles and Janet Price
CEP Holdings
"Mark has been such an amazing help to our family in working through our Heritage process. There is no way to place a value on what he has done for our family. We look forward to seeing the next generation continue the process and passing on the values we hold so dear."
Article
Simplifying Planned Giving
Demystifying planned giving for both donors and nonprofitsBlog
Thoughts, musings, and ruminations.
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