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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 Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a...
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Highway Bill Extended to July 31
Washington News
After 33 prior temporary plans for the Highway Trust Fund, on May 19, the House voted 387-35 in favor of another two month...
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Important Life and Death Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a...
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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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