About the Yew Tree Foundation
Planning with Dignity. Living With Intention. Leaving a Legacy That Speaks
Who we are
Yew Tree Foundation is a 501(c)(3) nonprofit dedicated to making financial and legacy planning more accessible, more inclusive, and more human—for people whose lives don’t fit the mold.
Many people planning, nearing or reaching retirement, or facing end-of-life decisions do so without the support or planning they need. Sometimes it’s because they were never offered real guidance. Sometimes it’s because their life path—whether solo, chosen family, faith rooted, or quietly nontraditional—never fit into someone else’s box.
We exist to change that.
Our mission is simple:
To educate, empower, and walk alongside individuals and families as they plan for the future–regardless of background, family structure, or financial status. We believe everyone deserves peace of mind, clarity of purpose, and a legacy that reflects what matters most to them.
Yew Tree Foundation provides:
- Free and low-cost educational resource
Values-based planning tools and guides - Private consultation and coaching through our partner professionals
- Community presentations and outreach events
- Thoughtful content tailored to overlooked and underserved communities
Who We Serve
We support:
- Solo agers and child-free individuals preparing for care and legacy.
- Family members who want to help someone else plan.
- Small business owners who want to protect what they’ve built and plan for the future.
- People of faith who want to give with meaning.
- LGBTQ+ individuals and couples planning with privacy, love and dignity
- Blended or non-traditional families seeking clarity.
- Religious organizations who want to prepare their community to receive legacy gifts responsibly.
- Tribal members wanting to plan with respect for culture, sovereignty and future generations.
- Anyone who wants to plan intentionally–even if they don’t know where to start.
We See You. We're With You. And you're Not Too Late to Begin.
Carry each other’s burdens, and in this way you will fulfill the law of Christ.