Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Request an Estate Planning Guide Planned Giving E-News Sign up Register for July 20 Webinar
scriptsknown

Gift Options

What to Give
Find out what to give and learn about the best assets to make a planned gift.
Go >>
How To Give
Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income.
Go >>
Planned Gifts Cacluator
These presentations show the income and tax benefits for you.
Go >>
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.
Go >>

Create Your Plan

Learn About Wills and Trusts
Help plan for your family and loved ones with a will or living trust.
Go >>
Bequest Language
View some helpful language commonly used on bequests.
Go >>
Request an Estate Planning Guide
We would like to send you a FREE Estate Planning Guide.
Go >>

News

Personal Planner
Your Family Letter - Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to...
Go >>
Savvy Living
How to Find and Claim Your Family's Unclaimed Money
I've heard that there are free online search tools that can help people look for lost or forgotten money left behind by deceased relatives. Can you refer me? When my father passed away his financial...
Go >>
Finance News
Go >>
Washington news
Senate Pivots to Tax Reform
With the uncertain status of the health care debate, the Senate is now pivoting to potential tax reform. On July 18, the Senate Finance Committee held a hearing on tax reform. Both Senate Finance...
Go >>

For Advisors

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.