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.

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Gift Options

What to Give
Find out what to give and learn about the best assets to make a planned gift.
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.
Planned Gifts Cacluator
These presentations show the income and tax benefits for you.
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.

Create Your Plan

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

News

Personal Planner
Gifts of Stock
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably...
Savvy Living
Choosing the Best Assisted Living Facility
What tips can you offer for choosing a quality assisted living facility for my mom? Her health and mental abilities have declined to the point that she can't live alone anymore but isn't ready for a...
Washington news
IRS Complete 'Dirty Dozen' Tax Scam List
Each year the IRS warns taxpayers about the "Dirty Dozen" tax scams. Prior articles in this newsletter have covered various scams, but on February 17, the IRS published the full list for 2017. IRS...

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.