Estate and Planned Giving

Giving

Deferred Gift Annuity
Donor Stories
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive...
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'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to...
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IRS Provides a Tax Preparation Tip
Washington News
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing...
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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