Estate and Planned Giving

Giving

Current Gifts
Donor Stories
As is the case with many families, there are times each year when Jim and Sharon focus their...
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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the...
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National Work and Family Month
Washington News
In 2003, the U.S senate passed a resolution establishing October as National Work and Family Month....
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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