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 - 'Wait A While' Trust
'Wait A While' Trust
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them...
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Savvy Living - How to Take Care of Your Kidneys
How to Take Care of Your Kidneys
What can you tell me about kidney disease? My mother died from kidney failure a few years ago at age 76, and I’m curious what my risks are and what I can do to protect myself. Anyone who has a...
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Washington News - IRS Tips to Avoid Identity Theft
IRS Tips to Avoid Identity Theft
As the tax-filing season opens, the IRS has offered eight “tax tips” for your protection. 1. Social Security Number – Do not carry your Social Security card or other...
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