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.
Domicile - Where You Live Affects Your Taxes

Personal Planner

Domicile - Where You Live Affects Your Taxes
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also...
Obamas and Bidens Publish 2015 Tax Returns

Washington News

Obamas and Bidens Publish 2015 Tax Returns
Each year President Obama and Vice President Biden publish their tax returns. For 2015 President and Mrs. Obama paid $81,472...

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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