Charitable Giving & Estate Planning Resource Center

Thank you for your interest. We hope to serve you and your family with helpful estate planning information. Thank you for taking the time to explore the benefits of gift planning. Please let us know how we can help you in this process.

Donor Stories 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.
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Washington News - Identity Theft Takes $11 Billion From IRS
Identity Theft Takes $11 Billion From IRS
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund fraud. TIGTA produced a...
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Personal Planner - Gift Tax Surprise
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...
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