Skip to Content

Planned Giving

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
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.
More
Personal Planner
Domicile - Where You Live Affects Your Taxes
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a $2.5 billion estate, there were...
More
News
Obamas and Bidens Publish 2015 Tax Returns
Each year President Obama and Vice President Biden publish their tax returns. For 2015 President and Mrs. Obama paid $81,472 in federal tax on total income of $436,065. The salary of the President...
More
scriptsknown