Learn how you can support our cause, benefit yourself and your loved ones with a planned or major gift. Discover how you can take advantage of tax and financial benefits while creating your personal legacy.
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Tuesday, June 9, 2026
Dear Friend,

You are receiving this informative e-newsletter as service we are providing to our friends and supporters. You will find up-to-date, helpful information on topics that impact your quality of life, your finances and your legacy. We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planner, gift stories, finance news, and timely articles. Please contact us if we can run a proposal or be of assistance.


John Subers
Development Officer
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IRA Charitable Rollover About Bequests Patient Stories
Personal Planner
Personal Planner
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the vice president of marketing.
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Savvy Living
Savvy Living
I Have a Will — Do I Also Need a Trust?
My spouse and I were recently talking about updating our will and wondered if we should also set up a trust. How do we know if we need one?
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Donor Story
Donor Story
Give it Twice Trust
While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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Washington News
Washington News
Free File Still Available for Non-Filers
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program.
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Finances
Finances
Ulta Beauty Reports Earnings

Treasury Yields Rise

Mortgage Rates Edge Lower

Thank you for your interest in planned giving. To access any of our resources, please go to our website.
FREE ESTATE PLANNING GUIDE
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It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.

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PLANNED GIVING CALCULATORS
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Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.

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