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Gift Planning Program

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 Story Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that...
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Identity Theft Takes $11 Billion From IRS
Washington News
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the...
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Gift Tax Surprise
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe...
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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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We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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Discover the benefits of a planned gift based on your property and goals.
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