Planned Giving
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.
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.More
Washington News
On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution taxpayers...More
Personal Planner
Most families purchase their largest personal residence in their mid-forties. Families with children often need the...More