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 vs. Wills
Living Trust vs. Wills
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away just two months later on May 19...
Savvy Living - How to Guard Against Deadly Aortic Aneurysms
How to Guard Against Deadly Aortic Aneurysms
My father died several years ago at the age of 76 from a stomach aneurysm. What are my risk factors of getting this and what can I do to protect myself as I get older? Stomach aneurysms, also known...
Washington News - Permanent Tax Extenders Effort
Permanent Tax Extenders Effort
On November 19, House Ways and Means Committee Chairman Kevin Brady (R-TX) publicly stated that he was continuing to negotiate with the hopes of passing permanent tax extenders. In his November 18...
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