Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. 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.
IRS 'Treat Taxpayers Nice' Rules

Washington News

IRS 'Treat Taxpayers Nice' Rules
In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to require IRS...
Loans and Sales to Children

Personal Planner

Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for...

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

We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.

eNewsletter

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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