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 - Chronic Illness - Care of Your Property
Chronic Illness - Care of Your Property
If you have a chronic illness, you will need to care both for your person and for your property. This article will explain some of the specific preparations that are important to care for your...
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Savvy Living - Understanding the Responsibilities of an Executor
Understanding the Responsibilities of an Executor
An old family friend recently asked me to be the executor of his will when he dies. I feel flattered that he asked, but I'm not sure what exactly the job entails. What can you tell me? Serving as the...
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Washington News - IRS Increases Efforts to Reduce Identity Theft
IRS Increases Efforts to Reduce Identity Theft
On August 26, Sen. Kelly Ayotte (R-NH) held a hearing of the Senate Budget Committee in Manchester, New Hampshire. Sen. Ayotte expressed concern about the growth of tax-related identity theft. She...
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