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 - How to Get Social Security Benefits When You’re Disabled
How to Get Social Security Benefits When You’re Disabled
What do I need to do to get Social Security disability? I’m 57 years old and have some health issues that are keeping me from working, but I’ve heard it’s very difficult to get...
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Washington News - Whopper of an Inversion
Whopper of an Inversion
Burger King, Inc. announced this week that it would acquire the Canadian restaurant chain Tim Hortons, Inc. Following the acquisition, Burger King will move its corporate headquarters to Ontario....
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