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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Irrevocable Life Insurance Trust (ILIT)
Personal Planner
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan: "I wish that we had a perfect family, but we must...
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Bipartisan Budget Bill
Washington News
With a Senate vote of 71 to 28 and a House vote of 240 to 186, a two-year budget bill for the federal government passed on Friday, February 9. The bill expands federal spending by over $300 billion...
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