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Planned Giving


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.
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
CPAs - Pass Tax Extenders Now!
Washington News
In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly...
401(k) Retirement Plans
Personal Planner
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a...