Gift Planning Program

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.

Personal Planner

Gift Tax Surprise

Bill: "Every year I pay income tax. And when I pass away my estate will owe...
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Washington News

Identity Theft Takes $11 Billion From IRS

At a May 8 Congressional hearing, Treasury Inspector General for Tax...
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Donor Story

Flexible Deferred Gift Annuity

Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during...
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Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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eNewsletter Sign-Up

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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Gift Options

Discover the benefits of a planned gift based on your property and goals.
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