Planned Giving

Donor Stories
We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
Gift Options

Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
Do You Have a Difficult Family?

Personal Planner

Do You Have a Difficult Family?
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him,...
IRS Consumer Alert After Orlando Tragedy

Washington News

IRS Consumer Alert After Orlando Tragedy
After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When...

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.

Free Wills Guide

Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.

E-newsletter

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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