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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 After working for decades as a pediatrician in a small rural town, Patricia was ready to retire....
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401K Limit Increased to $18,000 for 2015
Washington News
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service...
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Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential...
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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 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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