We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
Gift Options
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.
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Personal Planner
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family.
Susan: "I wish that we had a perfect family, but we must...
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News
The Internal Revenue Service (IRS) was pleased to announce the launch of the Direct File Pilot Program. This new tax software is available in English and Spanish.
The Direct File program is designed...
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