Estate and Planned Giving

Giving

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
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara:...
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Tax Filing Season Opens Door to New Scam
Washington News
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In...
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Planned Giving

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Learn how to make a gift that provides tax benefits and even life income.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now