Estate and Planned Giving

Giving

Bequests
Donor Stories
Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly...
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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may...
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Phone Scams, IRAs and Tax Extensions
Washington News
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax...
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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.
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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