The future of your loved ones and the legacy you leave deserve thoughtful planning. I invite you to learn about Periscope Path, a complimentary, confidential, values-based planning program offered through our partnership with Thompson & Associates and facilitated by Vince McElligott, FCEP.
If you’ve been meaning to update your plans or simply aren’t sure where to begin, Periscope Path offers a comfortable, no-pressure, educational way to clarify your goals and ensure your plans reflect what matters most to your family and the causes you care about, while working alongside your trusted advisors.
I would be delighted to answer your questions and help you explore whether Periscope Path is right for you. Together, we can help secure your family’s future and create a lasting legacy for the abused and neglected children served by ACH. Please contact me to begin the conversation.
Dixie Mullins, MBA, CAP, CFRE, FCEP
Chief Development Officer
ACH Child and Family Services
The process begins
with what matters
most to you.
No products or requirements to make a charitable gift.
Private conversations
focused on
goals and values.
Offered as a gift
through ACH Child
and Family Services.
You’ve built something that matters.
And still, there’s a quiet question that remains:
Even with a will or trust in place, it’s easy to wonder:
Engage in conversations that begin with what matters most to you.
Share a clear summary of your goals, values, and intentions with your advisors.
Complement the work of your attorney, CPA, and financial advisor so they can serve you even better.
Vince McElligott, FCEP serves as a values-based legacy planner, walking individuals through the Periscope Path, by Thompson & Associates, a guided process that helps donors reflect on what matters most and ensure their plans truly reflect their values. While not a replacement for legal or financial advice, Periscope Path offers donors a confidential, values-first experience that results in a personalized roadmap to share with their advisors. This unique approach deepens donor relationships, builds confidence, and often inspires more joyful, mission-aligned giving.
“I know these conversations can feel personal and sometimes difficult to begin. That’s why Periscope Path is designed to be confidential, comfortable and entirely pressure free.
My role is simply to help you explore your goals and determine whether this planning process would be helpful to you and your family.”
– Vince McElligott, FCEP
It’s the first estate planning process we’ve experienced that truly spent time on value objectives. That was a great assistance in formulating our ultimate plan. This was time well spent. I highly recommend the process.
The sessions that we had really helped us to examine our plans and our intentions and our options. It helped us as a couple to make sure we were on the same page with our priorities and estate decisions. We were able to identify gaps in our plan and came out of the process with useful recommendations to act upon.
Vince was extremely patient with my dad and me. He encouraged us to pass down our values to the future generations, and he gave us plenty of wise recommendations about how we can best give to charity versus giving to Uncle Sam. I highly recommend him for his demeanor, his patience, and his organized manner.
Vince did a great job making a complex and potentially overwhelming topic understandable, positive and empowering.
I was skeptical at first about these meetings, assuming that someone would be trying to sell us something and that was so far from the truth. The knowledge we gained will be incredibly helpful for us going forward. I’d highly recommend that anyone who wants to make smart decisions about their future make the effort to attend these estate planning sessions.
I think this may be an especially helpful educational process for couples because attorneys provide little time educating on terminology and significance of choices. I think it is a great opportunity, not on a billable hour clock, for spouses to become more involved and knowledgeable than they might otherwise be.
Not an emergency services phone number. Call 911 for medical emergencies.
In Texas: 1.800.252.5400
Nationwide: 1.800.4.A.CHILD
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