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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 Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their...
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White House Tax Proposals
Washington News
In the State of the Union Address on January 20, President Obama outlined several White House proposed tax reforms for 2015....
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'Give It Twice' Trust
Personal Planner
A very popular option for a parent with children is called the "Give It...
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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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