Estate and Planned Giving

Giving

Flexible Deferred Gift Annuity
Donor Stories
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during...
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Gift Tax Surprise
Personal Planner
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was...
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TaxReform.Gov Seeks Your Opinion
Washington News
TaxReform.Gov Seeks Your Opinion
Senate Finance Committee Chairman Max Baucus (D-MT) and House Ways and Means Chairman Dave Camp...
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Plan Your Will
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Wills Guide
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Planned Giving

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