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 - House Passes Single Higher Education Credit
House Passes Single Higher Education Credit
With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393). The bill proposes to combine all of the higher education tax credits into a single credit. It was...
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Personal Planner - Your Family Letter - Memorial Services
Your Family Letter - Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to...
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