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. If you have further questions, please feel free to contact us.
Current Gifts
Donor Stories
As is the case with many families, there are times each year when Jim and Sharon focus their...
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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions...
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U.S. Tax Receipts Up 8.9%
Washington News
For the 2014 fiscal year that concluded on September 30, U.S. tax revenue...
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Plan Your Will
Free Wills Guide
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