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 - Gifts with Life Income
Gifts with Life Income
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor of appreciated property receives a charitable tax...
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Savvy Living - Essential Legal Documents All Adults Should Have
Essential Legal Documents All Adults Should Have
I would like to get my affairs in order. What legal documents are suggested for end-of-life plans? There are four or five essential legal documents that every adult should have prepared that will...
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Washington News - IRS Records for Charitable Deductions
IRS Records for Charitable Deductions
In IR-2015-48, the IRS outlined the required records for substantiating charitable deductions. The basic requirement is that gifts are made to a qualified charity. The Select Check online tool at...
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