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
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world.
Pat: "I've been thinking about our three children. They are...More
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails.
Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the...More