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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Family Limited Partnerships
Personal Planner
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members. While it is uncertain what...
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Last-Minute Tax Filing Help
Washington News
In IR-2019-67, the Service urged taxpayers to use www.irs.gov for last-minute tax assistance. Tax-filing day is April 15, 2019 (or April 17 for Maine and Massachusetts due to holidays). The IRS...
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