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.
Flexible Deferred Gift Annuity
Donor Stories
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during...
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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I have a good income...
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Tax Fraud Costs $5.2 Billion
Washington News
A Government Accountability Office (GAO) report published on September 22...
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Plan Your Will
Free Wills Guide
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