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.
Bequests
Donor Stories
Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly...
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Bypass the Estate Tax
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for...
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Coalition Supports Charitable Tax Deduction
Washington News
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means...
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Plan Your Will
Free Wills Guide
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