Estate and Planned Giving

Giving

Part Gift and Part Sale
Donor Stories
Susan and Kevin bought their first home many years ago. They had planned to build a second home so...
More
Chronic Illness - Care of Your Person
Personal Planner
If you have a chronic illness, your personal planning will need to involve careful consideration of...
More
Large Tax Refund in 2017 - Check your Withholding
Washington News
In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to...
More
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
Request Now
scriptsknown

Planned Giving

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