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.
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.More
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.More
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is...MORE
Washington News
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted that...MORE
Donor Story
Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children. MORE