Planned Giving

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.

Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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IRS Warns of Scam Targeting Tax Professionals
Washington News
On January 9, the IRS released a warning to tax professionals in IR-2018-2...
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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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