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Planned Giving

Welcome

Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. If you have further questions, please feel free to contact us.
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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IRS End-of-Year Gift Tips
Washington News
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public...
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Your Living Trust Choices
Personal Planner
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many...
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