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 - Living Wills and Advance Directives
Living Wills and Advance Directives
As you approach end-of-life decisions, there are several steps that should be taken to make sure you receive the right type and level of care. To assist you in these decisions, most states now permit...
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Savvy Living - Financial Aid for Older Adults Going Back to School
Financial Aid for Older Adults Going Back to School
Do you recommend any financial aid resources to baby boomers who are interested in going back to school? I’ve been thinking about taking some classes at a nearby college and I would like to...
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Washington News - 34th Highway Fund Extension
34th Highway Fund Extension
On July 30, by a vote of 91-4, the Senate passed a three-month extension for the Highway Trust Fund. The House had previously approved The Surface Transportation and Veterans Health Care Choice...
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