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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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NFL 'Punts' on Tax Exemption
Washington News
In 1942 the IRS granted tax exempt status to the National Football League (NFL). While most of the billions of dollars the...
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Zero-Tax Cash and Trust
Personal Planner
About 15 years ago Linda's father passed away. As her inheritance, she...
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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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