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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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Healthcare Premium Tax Credit Reporting
Washington News
Under the Affordable Care Act (ACA), over 4.6 million taxpayers received a premium tax credit (PTC) in 2014 and 2015....
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'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance...
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