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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.

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.
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Commissioner Rettig Thanks Taxpayers
Washington News
On April 15, IRS Commissioner Chuck Rettig thanked taxpayers. He stated, "Our nation's tax system is built around the concept...
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Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also...
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