Gift Planning

Welcome!
We are pleased that you have an interest in learning about the many benefits of gift and estate planning. If, as you read the information provided below, you have questions please give us a call. We'd be happy to explore with you the options that best align with your charitable interest.
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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Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Important Life Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year. With so...
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Time for a 'Paycheck Checkup'
Washington News
In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a "Paycheck Checkup." The passage of the Tax Cuts and Jobs Act (TCJA), brought many changes that will...
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