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 May 1, 2024, the Internal Revenue Service (IRS) reminded taxpayers that soon it will be prime season for natural...More
Personal Planner
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without...More