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.
Flexible Deferred Gift Annuity
Donor Stories
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during...
More
Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go...
More
$6.3 Billion in Direct Pay Taxes
Washington News
In IR-2015-34 the IRS reminded taxpayers that they may use Direct Pay to...
More
scriptsknown
Close
mute videopause video
Plan Your Will
Free Wills Guide
Contact Us