Gift Planning

Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. If you have further questions, please feel free to contact us.
Peace of Mind Gift Annuity
Donor Stories
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy...
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Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go...
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$6.3 Billion in Direct Pay Taxes
Washington News
In IR-2015-34 the IRS reminded taxpayers that they may use Direct Pay to...
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Plan Your Will
Free Wills Guide
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