Welcome to Planned Giving

Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

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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Savvy Living - Financial Paperwork: What to Keep, What to Toss
Financial Paperwork: What to Keep, What to Toss
How long should a person hang on to old receipts, stock records, tax returns and other financial documents? I have accumulated boxes full of such papers over the years and would like to get rid of...
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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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