Gift Planning Program

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.

Donor Story

Leading for the Future

Luke and Candice Waters spent many years volunteering and supporting their favorite charity. They...
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Savvy Living

Adult Tricycles for Boomers and Beyond

"What can you tell me about three-wheeled bicycles? I'm 67 years old and...
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Personal Planner

Bypass the Estate Tax

On December 17, 2010, the President signed into law The Tax Relief,...
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Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now

eNewsletter

We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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