One way to leave a meaningful legacy that reflects your wishes and values is to develop a new or updated will. Use both tools provided here, or request a Will and Trust Planning Guide
If you are looking to increase your income, positively impact your estate and protect your loved ones, you may want to consider a
Charitable Gift Annuity
or other planned giving instrument. Learn more about these options here, or contact us and we will assist you.
The "Create Your Plan"
calculator will help you consider various alternatives.
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
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.More
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year. With so...More
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He called the 2017 filing season "the smoothest filing season since I became...More