Gift Planning

Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. If you have further questions, please feel free to contact us.
Flexible Deferred Gift Annuity
Donor Stories
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during...
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Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some...
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IRS Launches 2015 Filing Season
Washington News
In IR-2015-3, the IRS announced that the 2015 filing season has now...
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Plan Your Will
Free Wills Guide
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