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.
A Bequest to Save Taxes
Donor Stories
Thomas was a widower who had a great love for our organization. As an individual who had directly...
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Gift Tax Surprise
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe...
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TaxReform.Gov Seeks Your Opinion
Washington News
Senate Finance Committee Chairman Max Baucus (D-MT) and House Ways and...
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Plan Your Will
Free Wills Guide
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