Give
 
 

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 Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their...
More
Coalition Supports Charitable Tax Deduction
Washington News
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to...
More
Bypass the Estate Tax
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for...
More
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 eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
Sign Up
Discover the benefits of a planned gift based on your property and goals.
More
scriptsknown