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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 Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found...
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IRS 'Treat Taxpayers Nice' Rules
Washington News
In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to require IRS...
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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various...
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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
We are delighted to make available to you our weekly e-newsletter. 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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