Planned Giving
Welcome! Thanks for your interest in learning about the many benefits of planned gifts. Please contact a member of our Development Team if you have any questions about planned giving.
Donor Stories
Learn how others have made an impact by giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Personal Planner
Elliot and Alexis were concerned about planning for the future. They had built a substantial estate of $1,600,000. When Elliot was 70, he rolled over his $600,000 qualified retirement plan into an...
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Washington News
As the tax filing season moves into high gear, the Internal Revenue Service (IRS) reminded taxpayers that a qualified tax preparer can help avoid identity theft, and financial harm. While most tax...
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