Give
 
 

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 Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth...
More
$6.3 Billion in Direct Pay Taxes
Washington News
In IR-2015-34 the IRS reminded taxpayers that they may use Direct Pay to make their tax payments this year. Direct Pay is a...
More
Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go...
More
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.
Sign Up
Discover the benefits of a planned gift based on your property and goals.
More
scriptsknown