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 Trust - Life and Death Decisions
Living Trust - Life and Death Decisions
In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of property during life, and others...
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Savvy Living - Who Should Be Screened for Lung Cancer?
Who Should Be Screened for Lung Cancer?
What can you tell me about lung cancer screenings? My husband was a long-time smoker, but quit many years ago. I’m wondering if he should be checked out. The U.S. Preventive Services Task Force...
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Washington News - IRA Rollover and Tax Extenders
IRA Rollover and Tax Extenders
Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill in the week of December 8, the...
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