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Welcome to 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.
Fixed Income for Retirement
Donor Stories
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire....
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Check Out Your 2012 Taxes
Washington News
The American Institute of CPAs (AICPA) is offering a new service on the...
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Bypass the Estate Tax
Personal Planner
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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