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Planned Giving
Welcome! We are pleased that you have an interest in learning about the many benefits of gift plans. After reviewing the following pages, if you have any questions about the best way for you to benefit through a planned gift, please contact us. A member of our planned giving staff will be very pleased to help you.
How to Give

How to Give

Learn how to make a gift that provides tax benefits and even life income.
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Personal Planner

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It
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Washington Hotline

Washington Hotline

IRS Will Pay Tax Refunds During Shutdown

In IR-2019-1, the Service stated it would open the tax-filing season on January 28, 2019. With the continuing government shutdown, many CPAs and tax
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