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.
Property Turns Into Income
Donor Stories
Miranda lived in the family home where she and her spouse had raised their children. After her...
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Gifts with Life Income
Personal Planner
Many friends of charity have acquired appreciated property over time. A...
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IRS Records for Charitable Deductions
Washington News
In IR-2015-48, the IRS outlined the required records for substantiating...
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Plan Your Will
Free Wills Guide
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