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Planned Giving

Welcome

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.
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401K Limit Increased to $18,000 for 2015
Washington News
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the...
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Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an...
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