Estate and Planned Giving

Giving

The Retirement Unitrust
Donor Stories
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several...
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Planning with a Serious Illness
Personal Planner
If at some point in life you have a serious illness, there are a number of planning options that...
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IRS Warns of
Washington News
In IR–2020–160, the Internal Revenue Service announced the annual "Dirty...
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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