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.
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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.
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Planned Gifts Cacluator
These presentations show the income and tax benefits for you.
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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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Create Your Plan

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

Personal Planner
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k)...
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Savvy Living
How to Recognize and Prevent Financial Scams
Can you provide some tips on how to protect seniors from financial scams? My 76-year-old aunt was recently swindled out of $25,000 and I want to make sure my own mother is protected....
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Finance News
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Washington news
Social Security Benefits Increase by 2.8% in 2019
The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The cost-of-living...
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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.