Estate and Planned Giving

Giving

Gift Annuity for Real Estate
Donor Stories
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over...
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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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Peak IRS Filing Season after Presidents Day Holiday
Washington News
The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the...
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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