World Relief partners with The Orchard Foundation to deliver two web-based experiences related to planned giving. 

My Legacy Planner is a confidential questionnaire that when completed allows you to review and consider options related to your estate plan. My Legacy Planner is not designed to cover all of the possible scenarios, but it will give you some creative thoughts in a format that is easy to use, fully secure...and FREE.

When you have completed the short four step process on the secure website, you can print your “My Legacy Planner summary” as you prepare to meet with Tim Maurer, World Relief’s available advisor, or an advisor at the Orchard Foundation (World Relief’s partner), or your own advisor/attorney.  They will appreciate that you have given consideration to some of the key questions that we all face as we plan for our futures.

Click here to access “My Legacy Planner” and create a personal summary of your own estate plan.

The second experience delivers a web-based opportunity for charitable giving.  DonorFirst is a turn-key service platform designed to provide a secure environment for you, our donors to conduct your philanthropy. It also allows for a higher level of communication and service.

When you access DonorFirst with a user name and a password, you can select individual areas of interest and review presentations about various programs. If you would like additional information about a specific giving opportunity, you can ask questions and receive answers through a secure messaging center.

If you are an existing user of Orchard's DonorFirst, please click here to log in. If you want to experiment with DonorFirst and create a demo account, please use the following link - Create a New User Account.

This site and your private information are fully secured with latest technologies and practices.

Welcome to a new world of super engaged and collaborative philanthropy!

If you would like to speak to an advisor about your planned giving options, please contact Tim Maurer.

Tim Maurer, World Relief's Planned Giving Advisor

Tim is a financial planner, educator and author. As Vice President at the Financial Consulate, a fee-only comprehensive financial management company, he is a Certified Financial Planner™ (CFP®) practitioner working with individuals, families and organizations. A graduate of Towson University, Tim now teaches financial planning at his alma mater. Tim’s second book, co-authored with best selling author, Jim Stovall, is published by John Wiley & Sons under the title The Ultimate Financial Plan: Balancing Your Money and Life. He also writes for Forbes.com.

With a passion for relational communication, Tim educates in a variety of forums. He has been active in television, including appearances on CNBC, ABC’s Nightline, WUSA Channel 9 (CBS in DC), WBAL-TV (NBC in Baltimore) and Fox 45 (in Baltimore). On the radio, he joins Drew Tignanelli each week as the co-host of Money, Riches & Wealth, a financial radio program on WCBM 680 AM in Baltimore each Wednesday at 6:00pm, and has also been featured on the NPR program, Marketplace. In print, Tim has been quoted in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.

Tim is a husband and father first and lives in Baldwin, Maryland where he and his wife, Andrea, are the proud parents of two boys, Kieran and Connor, and are active members of their community. Outside of personal finance, Tim’s favorite pursuit is music, and he plays the drums and sings in the indie-bluesy-jazzy-rock band, the Jon Maurer Band. He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.

If you have any questions about your planned giving options please contact Tim.