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 - IRS Tax Tips for 2015 Returns
IRS Tax Tips for 2015 Returns
In FS-2016-8 the IRS outlined seven tax tips helpful for filing your 2015 tax return. There are many new provisions and changes that may affect your tax return. 1. Timing – Because April 15...
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Personal Planner - Life Insurance - Costs and Benefits
Life Insurance - Costs and Benefits
Let's look at the "top five" reasons people give for not owning life insurance. 1. Too Expensive. "I just cannot afford life insurance right now." 2. Confusing. "We looked at proposals from three...
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