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.
Fixed Income for Retirement
Donor Stories
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire....
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Gifts of Cash
Personal Planner
Sara: "We had a pretty good year this year. After all the financial changes...
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“Phishing” Warning for Tax Preparers
Washington News
In IR-2015-31, the IRS warned tax preparers to be on guard for...
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Plan Your Will
Free Wills Guide
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