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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 Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children. ...
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Con Artists Posing as IRS Agents
Washington News
Timothy Camus, Deputy Inspector General for Investigations at the Treasury Inspector General for Tax Administration, spoke...
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Your Plan for Senior Care
Personal Planner
Planning for retirement and senior care is a very important activity. The...
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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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