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 - IRA Rollover and Tax Extenders
IRA Rollover and Tax Extenders
Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill in the week of December 8, the...
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Personal Planner - Living Trust - Life and Death Decisions
Living Trust - Life and Death Decisions
In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of property during life, and others...
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