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 - IRA and 401(k) Designated Beneficiary Options
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k) plans will...
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Savvy Living - What to Consider When Choosing a Walk-in Bathtub
What to Consider When Choosing a Walk-in Bathtub
I’m interested in getting a walk-in bathtub for my mother that’s easy for her to get into and out of, but could use some assistance. Can you offer any consumer tips? A walk-in bathtub is...
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Washington News - U.S. Tax Receipts Up 8.9%
U.S. Tax Receipts Up 8.9%
For the 2014 fiscal year that concluded on September 30, U.S. tax revenue grew by 8.9% to $3.02 trillion. This was $247 billion more in tax revenue than the federal government received in 2013....
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