Planned Giving
Welcome! We are very pleased that you are interested in learning more about the many benefits of gift planning. If you have any questions about the best way to incorporate philanthropy into your estate and financial plans, please call. We are looking forward to helping you.
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
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.More
Personal Planner
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The estate tax section of the bill...MORE
Washington News
The American Institute of CPAs (AICPA) is offering a new service on the Total Tax Insights Website.
Surveys by the AICPA show that most Americans do not realize how much they...MORE
Donor Story
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.MORE
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