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 While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give...
Permanent Tax Extenders Effort
Washington News
On November 19, House Ways and Means Committee Chairman Kevin Brady (R-TX) publicly stated that he was continuing to...
Living Trust vs. Wills
Personal Planner
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She...
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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Discover the benefits of a planned gift based on your property and goals.