Welcome to Gift Planning
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.
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
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
Personal Planner
Protection With a Less-Than-Perfect Family
Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about...MORE
Washington News
On February 17, the House and Senate both passed the Middle Class Tax Relief and Job Creation Act of 2012 (H.R. 3630). The 2% payroll tax cut was extended for the full year...MORE
Donor Story
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate.MORE